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 M. Mackey,Lead Manager since April 4, 2017
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

CategoryCorporate Bond
Fund FamilyMFS
Net Assets5.06B
YTD Return-2.54%
Morningstar Rating★★★★
Inception DateMay 7, 1974

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover28.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMFBFXCategory Average
Annual Report Expense Ratio (net)0.80%0.84%
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%3.73%
Max Deferred Sales LoadN/A1.59%
3 Yr Expense Projection673N/A
5 Yr Expense Projection856N/A
10 Yr Expense Projection1,384N/A