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    MFS Bond A (MFBFX)

    14.24 Up 0.02(0.14%) Apr 24

    Profile as of Mar 30, 2015Get Profile for:
    MFS Bond A
    MFS Series Trust IX111 Huntington Avenue, 24th FloorBoston, MA 2199
    Phone: 800-225-2606
    Fund Overview 
    Category:Corporate Bond
    Fund Family:MFS
    Net Assets:2.79B
    Year-to-Date Return:2.48%
    Morningstar Rating:3 stars
    Fund Inception Date:May 8, 1974
    Morningstar Style Box 
    Corporate Bond
    [View Category Definition]
    View Top Corporate Bond Funds
    About the Morningstar Style Box
    Management Information 
    Robert D. Persons
    Lead Manager since Oct 30, 2005
    M. Hawkins est vice-président principal à Massachusetts Financial Services depuis 1993. Il y est entré en 1988 et a les fonctions de gestionnaire de portefeuille depuis octobre 2005. Auparavant, M. Hawkins a passé deux ans comme analyste d'obligations à Fidelity Investments, et cinq ans comme agent international de prêts à Manufacturers' Hanover Trust Company. M. Hawkins porte le titre de CFA..
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    MFBFX can be purchased from 120 brokerages.

    Fund Summary 
    The investment seeks total return with an emphasis on current income, but also considering capital appreciation. The fund normally invests at least 80% of its net assets in debt instruments. It invests the majority of the fund's assets in corporate debt instruments, but may also invest in other types of debt instruments. The fund primarily invests its assets in investment grade debt instruments, but may also invest in less than investment grade quality debt instruments (lower quality debt instruments). It may invest the fund's assets in foreign securities, including emerging market securities.

    Fund Operations 
    Last Dividend (Mar 30, 2015) : 0.04
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 22, 2015) : 31.00%
    Average for Category:73.82%
    Fees & Expenses 
    ExpenseMFBFXCategory Avg
    Annual Report Expense Ratio (net):0.81%0.88%
    Prospectus Net Expense Ratio:0.82%N/A
    Prospectus Gross Expense Ratio:0.82%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.25%4.02%
    Max Deferred Sales Load: N/A2.22%
    3 Yr Expense Projection*:676390
    5 Yr Expense Projection*:861599
    10 Yr Expense Projection*:1,3951,204
    * Per $10,000 invested