MCBJX Mutual Fund
MCBJX Mutual Fund
MFS Core Bond Fund Class R3
MCBJX Mutual Fund Overview
MCBJX Mutual Fund (MFS Core Bond Fund Class R3) is managed by MFS Investment Management with $89,394.68 in net assets. MCBJX expense ratio is 0.64%, holding 297 positions across sectors including Financials, Other, Consumer Staples. Inception date: 2022-06-22.
MCBJX performance shows a YTD return of 0.79%. The 1-year return is 3.72%. MCBJX dividend yield stands at 4.09%, paid monthly.
MCBJX 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 MCBJX holdings, sector breakdown, or dividend history.
MCBJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCBJX alternatives are available via the screener, along with tax-loss harvesting opportunities.