MCBHX Mutual Fund

MCBHX Mutual Fund (MFS Core Bond Fund Class R2) is managed by MFS Investment Management with $55,514.93 in net assets. MCBHX expense ratio is 0.89%, holding 297 positions across sectors including Consumer Staples. Inception date: 2022-06-22.

MCBHX performance shows a YTD return of -0.69%. The 1-year return is 2.23%. MCBHX dividend yield stands at 3.85%, paid monthly.

MCBHX top holdings include Ust Bond 2Yr Future Sep 30 26 (8.4%), Ust Bond 5Yr Future Sep 30 26 (4.7%), Us Treasury Note 4.25% Jun 30 29 (4.3%), Us Treasury Bond 4.5% Feb 15 44 (2.7%), Us Treasury Bond 2.375% Feb 15 42 (2.7%). Go to all MCBHX holdings, MCBHX sectors, or MCBHX dividends.

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