MIATX Mutual Fund
MIATX Mutual Fund
MFS Inflation Adjusted Bond Fund Class R2
MIATX Mutual Fund Overview
MIATX Mutual Fund (MFS Inflation Adjusted Bond Fund Class R2) is managed by MFS Investment Management with $156,357.81 in net assets. MIATX expense ratio is 0.99%, holding 108 positions across sectors including Financials, Other, Health Care. Inception date: 2004-09-01.
MIATX performance shows a YTD return of 0.56%. The 1-year return is 2.05% and the 5-year return is -0.20%. MIATX dividend yield stands at 4.00%, paid quarterly.
MIATX top holdings include United States Treasury Inflation, 0.125%, 01/15/2031 (11.6%), Us Treasury Inflation Indexed Bonds 0.125% Jul 15 30 (9.2%), United States Treasury Inflation Indexed Bonds, 1.7500% 01/15/2034 (7.5%), U.S. Treasury Inflation Indexed Bonds 0.875%, 01/15/29 (7.4%), U.S. Tips 0-1/8% 01/15/32 (6.3%). View all MIATX holdings, sector breakdown, or dividend history.
MIATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MIATX alternatives are available via the screener, along with tax-loss harvesting opportunities.