Address And Details
|500 Boylston St , Boston, MA 02116|
|Fund Manager||Alexander Mackey|
|Manager Tenure||4 Years 8 Months|
Strategy And Objective
The Funds investment objective is to seek total return with an emphasis on current income, but also considering capital appreciation. MFS (Massachusetts Financial Services Company, the funds investment adviser) normally invests at least 80% of the funds net assets in corporate debt instruments. MFS may also invest the funds assets in U.S. Government securities. MFS invests the majority of the funds assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments. MFS may invest the funds assets in foreign securities. MFS normally invests the funds assets across different industries and sectors, but MFS may invest a significant percentage of the funds assets in issuers in a single industry or sector.While MFS may use derivatives for any investment purpose, to the extent MFS uses derivatives, MFS expects to use derivatives primarily to increase or decrease exposure to a particular market, segment of the market, or security, to increase or decrease interest rate or currency exposure, or as alternatives to direct investments. Derivatives include futures, forward contracts, options, swaps, and certain complex structured securities. MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental Analysis of individual instruments and their issuers. Quantitative screening tools that systematically evaluate instruments may also be considered. In structuring the fund, MFS also considers top-down factors. for purposes of the fund's 80% policy net assets include thee amount of any borrowings for investment purposes.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||2.36 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$250|
|Timeframe||Average Annual Current Performance Monthly As Of 11/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 11/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
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