MFBFX - MFS Corporate Bond A

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MFS Corporate Bond A

MFS Series Trust IX111 Huntington Avenue, 24th FloorBoston, MA 2199
Management Information
Alexander O. Mackey,Lead Manager since April 4, 2017
Richard O. Hawkins, CFA - Investment Officer - Fixed Income Portfolio Manager - Serves on MFS Fixed Income Strategy Group, Fixed Income Risk & Opportunities Group. - As an Investment Grade Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. - Joined MFS in 1988; previous positions include High Grade Credit Research Analyst; European Credit Research Analyst; International Sovereign and Currency Analyst. - Previous experience includes 2 years
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryCorporate Bond
Fund FamilyMFS
Net Assets4.71B
YTD Return5.13%
Morningstar Rating★★★★
Inception DateMay 7, 1974

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover28.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMFBFXCategory Average
Annual Report Expense Ratio (net)0.80%0.79%
Prospectus Net Expense Ratio0.81%N/A
Prospectus Gross Expense Ratio0.81%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.25%3.74%
Max Deferred Sales LoadN/A1.68%
3 Yr Expense Projection673N/A
5 Yr Expense Projection856N/A
10 Yr Expense Projection1,384N/A