Address And Details

500 Boylston St , Boston, MA 02116
Fund Manager Team Managed
Manager Tenure

Strategy And Objective

The fund’s investment objective is to seek total return with an emphasis on high current income, but also considering capital appreciation. The fund’s objective may be changed without shareholder approval. MFS normally invests the fund’s assets primarily in a broad range of debt instruments issued by U.S. and foreign corporate, government, and other entities, including below investment grade quality debt instruments and debt instruments of issuers located in emerging market countries. MFS focuses on investing the fund’s assets in corporate bonds, mortgage-backed securities and other securitized instruments (including commercial mortgage-backed securities, collateralized debt obligations, and/or other asset-backed securities), U.S. Government securities, and debt instruments of issuers located in emerging market countries. MFS allocates the fund’s assets across these categories with a view toward broad diversification across and within these categories.

Net Asset Value

as of 5:48 PM ET 09/27/2021


  • 1 Week
  • -0.71%
  • 1 Month
  • -0.56%
  • 3 Months
  • +0.28%
  • 1 Yr Return
  • +0.43%
  • 5 Yr Return
  • +6.83%

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 99.63%
Cash 1.55%
Stocks 0.02%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Other -1.20%
Total Net Assets 4.76 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -0.51 0.35 0.64
Beta 1.23 1.11 0.98
R Squared 0.45 0.48 0.40
Std Deviation 6.33 5.17 4.59
Sharpe Ratio 0.77 0.51 n/a

Purchase Information

as of 5:50 PM ET 09/24/2021
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
  • +2.60%
  • +5.16%
+2.60% +5.16%
3 Year
  • +5.90%
  • +5.32%
+5.90% +5.32%
10 Year
  • +3.77%
  • +3.46%
+3.77% +3.46%
Life Of Fund
  • +4.79%
  • +4.76%
+4.79% +4.76%

Top 10 Holdings

Symbol Company Name % Of Assets

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