MCBKX Mutual Fund

MCBKX Mutual Fund (MFS Core Bond Fund Class R4) is managed by MFS Investment Management with $56,689.6 in net assets. MCBKX expense ratio is 0.39%, holding 297 positions across sectors including Consumer Staples. Inception date: 2022-06-22.

MCBKX performance shows a YTD return of -0.40%. The 1-year return is 2.74%. MCBKX dividend yield stands at 4.32%, paid monthly.

MCBKX 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 MCBKX holdings, MCBKX sectors, or MCBKX dividends.

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