About MCBMX
MFS Core Bond Fund - Class R6 is an actively managed mutual fund designed to seek total return with an emphasis on current income, while also considering capital appreciation. The fund invests at least 80% of its net assets in investment-grade debt instruments, including U.S. government securities, corporate bonds, securitized instruments, and other obligations. Its diversified portfolio draws from sectors such as investment grade corporates, mortgage-backed securities, collateralized loan obligations, and asset-backed securities, reflecting its comprehensive approach to managing fixed income exposure.
The fund’s investment strategy involves integrating macroeconomic analysis, bottom-up security selection, and technical perspectives to add value through asset allocation, security choices, and duration management. Decisions are made collaboratively between portfolio managers and analysts, supporting a robust risk management process. The fund is benchmarked to the Bloomberg U.S. Aggregate Bond Index, underscoring its role as a core fixed income holding for investors seeking stable income and broad diversification within the bond market. Class R6 shares are geared toward institutional investors, providing access without sales charges and featuring a competitive net expense ratio.
Fund Family MFS
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MCBMX
Share Class R6
Index Index is not provided by Management Company
MCBMX had a total return of 5.35% in the past year, including dividends.
Since the fund's inception, the average annual return has been 4.12%.
