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MFS Bond A (MFBFX)

13.99 Up 0.02(0.14%) Apr 23
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Profile as of Mar 30, 2014Get Profile for:
MFS Bond A
111 Huntington Avenue24th Floor
Map
Phone: 800-225-2606
Fund Overview 
Category:Corporate Bond
Fund Family:MFS
Net Assets:2.59B
Year-to-Date Return:2.53%
Yield:3.39%
Morningstar Rating:3 stars
Fund Inception Date:May 8, 1974
Morningstar Style Box 
Corporate Bond
[View Category Definition]
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Management Information 
Richard O. Hawkins
Lead Manager since Oct 30, 2005
Richard O. Hawkins, CFA, is an Investment Officer of MFS Investment Management (MFS) and Portfolio Manager of the firm's investment grade and multi-sector bond portfolios. Richard joined the firm in 1988 and was named portfolio manager in 1996. He earned a bachelor's degree from Brown University and a Master of Business Administration from the University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society, Inc.
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 115 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, 2014) : 0.04
Last Cap Gain : 0.00
Annual Holdings Turnover (Apr 21, 2014) : 47.00%
Average for Category:75.44%
Fees & Expenses 
ExpenseMFBFXCategory Avg
Annual Report Expense Ratio (net):0.83%0.86%
Prospectus Net Expense Ratio:0.83%N/A
Prospectus Gross Expense Ratio:0.83%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:4.75%4.05%
Max Deferred Sales Load: N/A2.27%
3 Yr Expense Projection*:727372
5 Yr Expense Projection*:914583
10 Yr Expense Projection*:1,4521,181
* Per $10,000 invested