MFS Core Bond Fund R4
MCBKX
NASDAQ
| Weiss Ratings | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Alexander M. Mackey (3), Joshua P. Marston (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Core Bond Fund R4 | |||
| Category | Intermediate Core Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Income | |||
| Inception Date | Jun 22, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 4.64% | |||
| Dividend | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | -- | |||
| Asset Allocation | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -13.55% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 113.55% | |||
| U.S. Bond | 101.35% | |||
| Non-U.S. Bond | 12.20% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.10% | |||
| 30-Day Total Return | -2.10% | |||
| 60-Day Total Return | -1.04% | |||
| 90-Day Total Return | -0.72% | |||
| Year to Date Total Return | -0.63% | |||
| 1-Year Total Return | 3.83% | |||
| 2-Year Total Return | 8.96% | |||
| 3-Year Total Return | 12.40% | |||
| 5-Year Total Return | -- | |||
| Price | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $9.57 | |||
| 1-Month Low NAV | $9.57 | |||
| 1-Month High NAV | $9.77 | |||
| 52-Week Low NAV | $9.46 | |||
| 52-Week Low NAV (Date) | Apr 11, 2025 | |||
| 52-Week High NAV | $9.85 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.99 | |||
| Standard Deviation | 5.59 | |||
| Balance Sheet | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 34.38M | |||
| Operating Ratios | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.39% | |||
| Turnover Ratio | 139.00% | |||
| Performance | MCBKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 6.66% | |||
| Last Bear Market Total Return | -- | |||