MCBJX Mutual Fund

MCBJX Mutual Fund (MFS Core Bond Fund Class R3) is managed by MFS Investment Management with $60,866.56 in net assets. MCBJX expense ratio is 0.64%, holding 297 positions across sectors including Consumer Staples. Inception date: 2022-06-22.

MCBJX performance shows a YTD return of -0.55%. The 1-year return is 2.49%. MCBJX dividend yield stands at 4.09%, paid monthly.

MCBJX 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 MCBJX holdings, MCBJX sectors, or MCBJX dividends.

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