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 5:35 PM ET 09/20/2021

Performance

  • 1 Week
  • -0.26%
  • 1 Month
  • +0.52%
  • 3 Months
  • +1.84%
  • 1 Yr Return
  • +2.84%
  • 5 Yr Return
  • +9.95%

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 11.84 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 0.94 0.81 -1.15
Beta 1.06 1.00 1.20
R Squared 0.71 0.71 0.69
Std Deviation 4.34 3.85 4.28
Sharpe Ratio 1.30 0.75 n/a

Purchase Information

as of 5:29 PM ET 09/17/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

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
  • +4.69%
  • +6.27%
+4.69% +6.27%
3 Year
  • +6.70%
  • +5.95%
+6.70% +5.95%
10 Year
  • +2.53%
  • +2.81%
+2.53% +2.81%
Life Of Fund
  • +3.80%
  • +3.70%
+3.80% +3.70%

Top 10 Holdings

Symbol Company Name % Of Assets
n/a

Recent Articles from TheStreet

Johnson & Johnson Lead

Johnson & Johnson Says Second COVID Vaccine Dose Boosts Overall Efficacy To 94%

"Our large real-world evidence and Phase 3 studies confirm that the single-shot Johnson & Johnson vaccine provides strong and long-lasting protection against COVID-19-related hospitalizations," the drugmaker said.

NYSE Lead

Stocks Rebound As Evergrande Worries Fade With Fed Meeting Now In Focus

Wall Street looks set to rebound from its biggest single-day decline in four months Tuesday as investors shift focus from China Evergrande's failure to the Fed's two-day policy meeting.

Wall Street NYSE Lead

Stocks Rebound, Evergrande Defiant, Universal Music Soars on Debut - 5 Things You Must Know

Stock futures rebound from Monday sell-off; China Evergrande chairman vows to recover; Lennar ads name to list of cautious homebuilders; Trudeau wins historic third term and Universal Music Group sings loudly on Amsterdam debut.

Evergrande Group Lead

Cramer's Mad Money Recap: Evergrande, Debt, Delta

Jim Cramer says don't get sucked into buying the dips. He can't be bullish until everyone else turns bearish, and we're still a long way away from that.