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MFS Research Bond C (MRBCX)

10.90 Up 0.02(0.18%) Sep 19
Prev Close:10.88
YTD Return*:4.82%
Net Assets*:4.29B
Yield*:2.19%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for MRBCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
US Treasury Note 0.375%9.25N/A
FNMA2.16N/A
US Treasury Note 5.125%2.11N/A
US Treasury Bond 4.5%1.27N/A
US Treasury Note 0.875%1.16N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:4.29B
Category:Intermediate-Term Bond
Annual Report Expense Ratio (net):1.65%

Performance & Risk

YTD Return:4.82%
5y Avg Return:5.13%
Rank in Category (ytd):52
% Rank in Category (ytd):4.86%
Beta (3y):1.01
Morningstar Risk Rating:4

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. Debt instruments include corporate bonds, U.S. government securities, asset-backed securities, municipal instruments, foreign government securities, inflation-adjusted bonds, and other obligations to repay money borrowed. It primarily invests the fund's assets in investment grade debt instruments, but may also invest in less than investment grade quality debt instruments (lower quality debt instruments). View More
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