MRBIX Mutual Fund
MRBIX Mutual Fund
MFS Total Return Bond Fund Class I
MRBIX Mutual Fund Overview
MRBIX Mutual Fund (MFS Total Return Bond Fund Class I) is managed by MFS Investment Management with $1.86B in net assets. MRBIX expense ratio is 0.45%, holding 1075 positions across sectors including Financials, Other, Energy. Inception date: 1999-01-04.
MRBIX performance shows a YTD return of -2.28%. The 1-year return is 3.98% and the 5-year return is 0.50%. MRBIX dividend yield stands at 3.81%, paid monthly.
MRBIX top holdings include Us Treasury Note 4.125% Feb 15 27 (3.9%), Us Treas Bds 4.75% 11/15/43 (2.1%), United States Treasuryu.S. Treasury Notes (2.0%), Treasury Bond 4.25 02/15/2054 (2.0%), Us Treas Nts 4.25% 11/15/34 (1.9%). View all MRBIX holdings, sector breakdown, or dividend history.
MRBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.