MFS Income Fund Class B
MIOBX
NASDAQ
| Weiss Ratings | MIOBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MIOBX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | David P. Cole (13), Joshua P. Marston (9), Philipp S. Burgener (8), 3 others | |||
| Website | http://www.mfs.com | |||
| Fund Information | MIOBX-NASDAQ | Click to Compare |
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| Fund Name | MFS Income Fund Class B | |||
| Category | Intermediate Core-Plus Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Multisector Bond | |||
| Inception Date | Sep 07, 1993 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MIOBX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.22% | |||
| Dividend | MIOBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | MIOBX-NASDAQ | Click to Compare |
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| Cash | -13.04% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 112.73% | |||
| U.S. Bond | 93.00% | |||
| Non-U.S. Bond | 19.73% | |||
| Preferred | 0.30% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MIOBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.41% | |||
| 30-Day Total Return | 1.54% | |||
| 60-Day Total Return | 2.42% | |||
| 90-Day Total Return | 2.24% | |||
| Year to Date Total Return | 2.49% | |||
| 1-Year Total Return | 5.21% | |||
| 2-Year Total Return | 9.31% | |||
| 3-Year Total Return | 1.90% | |||
| 5-Year Total Return | 13.38% | |||
| Price | MIOBX-NASDAQ | Click to Compare |
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| 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 | MIOBX-NASDAQ | Click to Compare |
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| Nav | $5.90 | |||
| 1-Month Low NAV | $5.86 | |||
| 1-Month High NAV | $5.93 | |||
| 52-Week Low NAV | $5.71 | |||
| 52-Week Low NAV (Date) | Apr 16, 2024 | |||
| 52-Week High NAV | $6.09 | |||
| 52-Week High Price (Date) | Sep 16, 2024 | |||
| Beta / Standard Deviation | MIOBX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 7.78 | |||
| Balance Sheet | MIOBX-NASDAQ | Click to Compare |
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| Total Assets | 6.34B | |||
| Operating Ratios | MIOBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.48% | |||
| Turnover Ratio | 50.00% | |||
| Performance | MIOBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 6.27% | |||
| Last Bear Market Total Return | -6.38% | |||
