MCBMX Mutual Fund
MCBMX Mutual Fund
MFS Core Bond Fund Class R6
MCBMX Mutual Fund Overview
MCBMX Mutual Fund (MFS Core Bond Fund Class R6) is managed by MFS Investment Management with $28.0M in net assets. MCBMX expense ratio is 0.33%, holding 297 positions across sectors including Financials, Other, Consumer Staples. Inception date: 2022-06-22.
MCBMX performance shows a YTD return of 0.93%. The 1-year return is 4.01%. MCBMX dividend yield stands at 4.35%, paid monthly.
MCBMX 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 MCBMX holdings, sector breakdown, or dividend history.
MCBMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCBMX alternatives are available via the screener, along with tax-loss harvesting opportunities.