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MFS Bond A (MFBFX)

14.17 Up 0.02(0.14%) Aug 27

Profile as of Jul 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:2.64B
Year-to-Date Return:4.43%
Yield:3.48%
Morningstar Rating:3 stars
Fund Inception Date:May 8, 1974
Morningstar Style Box 
Corporate Bond
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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 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 (Jul 30, 2014) : 0.04
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 21, 2014) : 31.00%
Average for Category:80.22%
Fees & Expenses 
ExpenseMFBFXCategory Avg
Annual Report Expense Ratio (net):0.81%0.88%
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%4.00%
Max Deferred Sales Load: N/A2.39%
3 Yr Expense Projection*:727385
5 Yr Expense Projection*:914597
10 Yr Expense Projection*:1,4521,201
* Per $10,000 invested