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MFS Total Return Bond Fund (EARBX)

9.93 +0.03 (+0.30%)
At close: December 22 at 6:45 PM EST
Loading Chart for EARBX
DELL
  • Previous Close 9.90
  • YTD Return -10.03%
  • Expense Ratio 0.36%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 6.96B
  • Beta (5Y Monthly) 1.11
  • Yield 1.96%
  • 5y Average Return --
  • Holdings Turnover 97.00%
  • Last Dividend 0.06
  • Inception Date May 1, 2006

The fund normally invests at least 80% of its net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, foreign government securities, securitized instruments, municipal instruments and other obligations to repay money borrowed. It primarily invests the fund's assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.

MFS

Fund Family

Intermediate Core-Plus Bond

Fund Category

6.96B

Net Assets

2006-05-01

Inception Date

Performance Overview: EARBX

Trailing returns as of 5/20/2022. Category is Intermediate Core-Plus Bond.

YTD Return

EARBX
10.03%
Category
0.61%
 

1-Year Return

EARBX
8.86%
Category
3.06%
 

3-Year Return

EARBX
0.60%
Category
5.69%
 

5-Year Return

EARBX
1.28%
Category
3.75%
 

Holdings: EARBX

Sector Weightings

SectorEARBX
Healthcare   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%

Recent News: EARBX

Research Reports: EARBX

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