MBRRX Mutual Fund

MBRRX Mutual Fund (MFS Corporate Bond Fund Class R2) is managed by MFS Investment Management with $7.9M in net assets. MBRRX expense ratio is 1.01%, holding 429 positions across sectors including Financials, Utilities, Industrials. Inception date: 2003-10-31.

MBRRX performance shows a YTD return of -0.83%. The 1-year return is 2.03% and the 5-year return is -0.63%. MBRRX dividend yield stands at 3.97%, paid monthly.

MBRRX top holdings include Mfs Institutional Money Market Portfolio (2.2%), Ubs Group Ag 144A 3.13% Aug 13, 2030 (0.8%), Jpmorgan Chase & Co 2.545 11/08/2032 (0.7%), Boeing Co 5.805%, Due 05/01/2050 (0.7%), Charles Schwab Corporation 4.914% 14-Nov-2036, 4.91%, 11/14/36 (0.6%). Go to all MBRRX holdings, MBRRX sectors, or MBRRX dividends.

MBRRX can be compared against other funds. Use MBRRX overlap to find shared positions, or MBRRX vs another fund for a side-by-side view. MBRRX alternatives are available via the screener, along with tax-loss harvesting opportunities.