Address And Details

500 Boylston St , Boston, MA 02116
Fund Manager Erik S. Weisman
Manager Tenure 17 Years 1 Months

Strategy And Objective

MFS Inflation-Adjusted Bond Fund seeks total return that exceeds the rate of inflation over the long term by investing at least 80% of its net assets in inflation-adjusted debt securities of all types, or investments which provide exposure to such securities.

Net Asset Value

as of 5:28 PM ET 10/22/2021

Performance

  • 1 Week
  • +0.09%
  • 1 Month
  • -0.86%
  • 3 Months
  • 0.00%
  • 1 Yr Return
  • +2.14%
  • 5 Yr Return
  • +7.80%

Equity Sector Breakdown

ConsumerDurables n/a
Energy n/a
Finance n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Bonds 99.55%
Cash 1.04%
Stocks 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Other -0.59%
Total Net Assets 106.92 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 1.09 0.59 -1.16
Beta 1.04 1.01 1.20
R Squared 0.71 0.72 0.69
Std Deviation 4.27 3.86 4.28
Sharpe Ratio 1.33 0.65 n/a

Purchase Information

as of 5:17 PM ET 10/21/2021
Minimum Initial $1000
Minimum Additional $50
Minimum Initial IRA $250

Performance

Timeframe Average Annual Current Performance Monthly As Of 09/30/2021 Average Annual Current Performance Quarterly As Of 09/30/2021 Avg Annual Current Performance Monthly As Of 09/30/2021 Avg Annual Current Performance Quarterly As Of 09/30/2021
1 Year
  • +3.85%
  • +3.85%
+3.85% +3.85%
3 Year
  • +6.69%
  • +6.69%
+6.69% +6.69%
10 Year
  • +2.31%
  • +2.31%
+2.31% +2.31%
Life Of Fund
  • +3.59%
  • +3.59%
+3.59% +3.59%

Top 10 Holdings

Symbol Company Name % Of Assets
n/a

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