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MFS High Income Fund;A

NAS: MHITX

GO
/zigman2/quotes/206829090/realtime

$

3.38

Change

0.00 0.00%

Aug 7, 2020

YTD return

0.50%

5 yr avg return

4.87%

Total net assets

556.60M

52 week low

52 week high

$2.79

$3.62

Yield

4.59%

Fees & Expenses

Front load

4.25%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.92%

12 b-1

0.23%

Turnover

58.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.01

Dividend freq.

Daily

Capital gain (2019)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.03

Beta

0.36

Standard deviation

2.16

R. squared

0.66

Min. Investment

Standard (taxable)

1000

IRA

250

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/news/latest/company/us/mhitx

MarketWatch News on MHITX

  1. MFS hires former Liberty Funds high-yield group chief

    3:43 p.m. May 25, 2004

    - Kathie O'Donnell

  2. MFS loses bond chief, fund manager

    3:37 p.m. Nov. 29, 2001

    - Aric Egmont

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 2 Tax Efficiency: 4 Expense: 4

YTD Lipper Ranking: Quintile 2 (36th percentile)

Lipper Ranking & Performance

Fund return Category Index
(Barclay US Agg)
% rank in category Quintile rank
YTD 0.50% -0.30% 7.72% 36% 2
1yr 4.74% 3.65% 10.12% 36% 2
3yr 3.87% 3.53% 5.69% 39% 2
5yr 4.87% 4.68% 4.47% 39% 2
10yr 5.82% 5.65% 3.87% 43% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$31,545

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

High Yield Funds

Fund family

MFS Funds Class A

Fund status

Open

Fund inception

February 17, 1978

Manager

Cole/Skatrud

Investment Policy

The Fund seeks total return with an emphasis on high current income, but also considering capital appreciation. The Fund normally invests at least 80% of the funds net assets in high income debt instruments. The Fund may invest up to 100% of the funds assets in below investment grade quality debt instruments.

Top Holdings

Company Symbol % of total net assets
Common Stock n/a 0.02
US$ Denominated Fgn. Gvt. n/a 0.2
Fgn. Currency Denominated Bonds n/a 0.26
Corporate Notes/Bonds n/a 95.98
/news/nonmarketwatch/company/us/mhitx

Other News on MHITX

  1. 4 High-Yield Bond Funds to Bank on Strong Inflow

    9:52 a.m. April 8, 2019

    - Zacks.com

  2. Is It Time to Offload High Yield Bond Mutual Funds?

    3:03 p.m. Feb. 29, 2016

    - MarketRealist.com

  3. MHITX Isn’t Feeling Any Pressure Right Now

    12:29 p.m. Dec. 31, 2015

    - MarketRealist.com

  4. High-Yield Bonds: Carl Icahn versus BlackRock

    12:28 p.m. Dec. 31, 2015

    - MarketRealist.com

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