MCBHX - MFS Core Bond Fund R2

Nasdaq - Nasdaq Delayed Price. Currency in USD

MFS Core Bond Fund R2

Boston, MA 2199

111 Huntington Avenue 24th Floor

Mfs Series Trust XII

Management Information
Alexander M. Mackey,Lead Manager since June 21, 2022
Alexander M. Mackey, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He has portfolio management responsibilities on the firm's limited duration and multi-sector fixed income strategies. He also has research analyst responsibilities. Alexander joined MFS in 1998 as a financial control assistant and was promoted to section manager in 2000. He joined the Fixed Income Department as a research associate in 2001 was promoted to fixed income research analyst in 2004. He took on portfolio management responsibilities in 2017. Alexander has a bachelor's degree from Trinity College and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society of Boston.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryIntermediate Core Bond
Fund FamilyMFS
Net Assets26.89M
YTD Return1.59%
Morningstar RatingN/A1
Inception DateJun 21, 2022

Fund Operations

Last Dividend0.11
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseMCBHXCategory Average
Annual Report Expense Ratio (net)1.39%0.61%
Prospectus Net Expense Ratio1.39%N/A
Prospectus Gross Expense Ratio2.45%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.78%
Max Deferred Sales LoadN/A1.18%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A