MCBFX Mutual Fund
MCBFX Mutual Fund
MFS Core Bond Fund Class I
MCBFX Mutual Fund Overview
MCBFX Mutual Fund (MFS Core Bond Fund Class I) is managed by MFS Investment Management with $325,050.09 in net assets. MCBFX expense ratio is 0.39%, holding 297 positions across sectors including Financials, Other, Consumer Staples. Inception date: 2022-06-22.
MCBFX performance shows a YTD return of 0.91%. The 1-year return is 3.87%. MCBFX dividend yield stands at 4.32%, paid monthly.
MCBFX top holdings include Treasury Note (Otr) 4.25% Jun 30, 2029 (4.3%), Mfs Institutional Money Market Portfolio (4.2%), United States Treasury Notes 4.500% 15-Apr-2027 (3.5%), United States Treasury Notes 4.50% Feb 15, 2044 (2.8%), US Treasury N/ 2.375 2/42 (2.7%). View all MCBFX holdings, sector breakdown, or dividend history.
MCBFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.