Address And Details

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

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 5:29 PM ET 09/17/2021


  • 1 Week
  • -0.43%
  • 1 Month
  • +0.26%
  • 3 Months
  • +1.87%
  • 1 Yr Return
  • +2.41%
  • 5 Yr Return
  • +9.24%

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 99.09%
Cash 0.65%
Other 0.26%
Stocks 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 1.20 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 0.08 -0.04 -1.96
Beta 1.05 0.99 1.20
R Squared 0.70 0.71 0.69
Std Deviation 4.31 3.79 4.25
Sharpe Ratio 1.09 0.53 n/a

Purchase Information

as of 5:12 PM ET 09/16/2021
Minimum Initial n/a
Minimum Additional $99
Minimum Initial IRA $99


Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 05/31/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 05/31/2021
1 Year
  • +3.70%
  • +5.29%
+3.70% +5.29%
3 Year
  • +5.73%
  • +5.00%
+5.73% +5.00%
10 Year
  • +1.62%
  • +1.90%
+1.62% +1.90%
Life Of Fund
  • +2.74%
  • +2.63%
+2.74% +2.63%

Top 10 Holdings

Symbol Company Name % Of Assets

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