MFS® Research Bond I

The investment seeks total return with an emphasis on current income but also considering capital appreciation.
The fund normally invests at least 80% of its net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, asset-backed securities, municipal instruments, foreign government securities, inflation-adjusted bonds, and other obligations to repay money borrowed. It primarily invests the fund's assets in investment grade debt instruments, but may also invest in less than investment grade quality debt instruments (lower quality debt instruments).

Key stats

Management firm  MFS
Domicile  United States
Fund Administrator  Massachusetts Financial Services Co
Global Branding Name  MFS
12 month yield  3.20%
Fund currency  USD
Launch Date  1999-01-04
ISIN  US55272P7785
SEDOL  B760K57
Manager 1 Name  Jeffrey Wakelin
Manager 2 Name  Robert Persons
Fund Strategy  Intermediate-Term Bond
Benchmark  Barclays US Agg Bond TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-07-31
Return - 1 Month  -0.29%
Return - 2 Months  -0.12 %
Return - 3 Months  1.06%
Return - 6 Months  2.86 %
Return - 9 months  3.67 %
Return - 12 Months  5.26%
Annualized return 24 months  2.66 %
Annualized return 36 months  4.22 %
Annualized return 48 months  4.69 %
Annualized return 60 months  6.38 %
Return 120 months  5.34 %
Annualized return since Inception  5.94%
Return YTD  4.21%

Ratings

Morning Star Rating Date   2014-07-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Maximum Managment Charge  0.50 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  MFS
Contact Address 2  111 Huntington Avenue
Contact Address 3  Boston, MA 02199
Contact city  Boston
Contact country  United States
Fund Admin Group  MFS
Web Address  www.mfs.com
Custodian  J. P. Morgan Chase Bank
Phone  877-960-6077

Price

Last Price Date  2014-08-29
Pre-tax nav  11.02
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.00
Price change (percentage)  0.00 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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