About MIATX
The MFS Inflation-Adjusted Bond Fund is a taxable, actively managed mutual fund designed to provide investors with total returns that outpace inflation over the long term, while emphasizing current income generation and capital appreciation. The fund primarily invests in inflation-protected U.S. Treasury securities, commonly known as TIPS (Treasury Inflation-Protected Securities), as well as similar instruments issued by government agencies and other entities. Its diversified portfolio spans all maturities, and management adds value by actively adjusting the fund’s duration and yield curve positioning. Launched in 2003, the fund seeks to buffer investors from the erosive effects of inflation by directly linking holdings to changes in consumer prices, a distinctive feature that distinguishes it from conventional bond funds. The fund measures its performance against the Bloomberg U.S. Treasury Inflation Protected Securities Index, a widely recognized benchmark for inflation-linked government debt. As of mid-2025, the fund holds over $1.45 billion in net assets, reflecting its relevance for investors seeking inflation protection in a diversified, fixed-income portfolio. MFS Inflation-Adjusted Bond Fund is notable for its transparency, disciplined approach to risk, and focus on preserving purchasing power, making it a strategic component for long-term, income-oriented investors concerned about rising prices.
Fund Family MFS
Category Inflation-Protected Bond
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MIATX
Share Class R2
Index Bloomberg U.S. TIPS TR
MIATX had a total return of -3.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.98%.
