MFS Bond A
500 Boylston St15 Th FlBoston MA 02116
Map
Phone: 800-225-2606
| Category: | Intermediate-Term Bond | | Fund Family: | MFS | | Net Assets: | 3.18B | | Year-to-Date Return: | 0.03% | | Yield: | 4.03% | | Morningstar Rating: |  | | Fund Inception Date: | May 7, 1974 |
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Richard O. Hawkins
Lead Manager since Oct 29, 2005 | | | Hawkins has been a senior vice president with Massachusetts Financial Services since 1993. He joined the company in 1988 and has been a portfolio manager of the portfolio since October 2005. Previously, Hawkins spent two years as a bond analyst with Fidelity Investments, and five years as an international lending officer with Manufacturers' Hanover Trust Company.
Hawkins holds the Chartered Financial Analyst designation. |
| 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 |
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| 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. |
| Last Dividend
(Apr 29, 2013)
:
| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 47.00% | | Average for Category: | 167.72% |
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| Expense | MFBFX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.84% | 0.89% | | Prospectus Net Expense Ratio: | 0.85% | N/A | | Prospectus Gross Expense Ratio: | 0.85% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 4.75% | 4.08% | | Max Deferred Sales Load:
| N/A | 2.32% | | 3 Yr Expense Projection*: | 733 | 430 | | 5 Yr Expense Projection*: | 924 | 664 | | 10 Yr Expense Projection*: | 1,474 | 1,321 |
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0.06%