MFIOX Mutual Fund

MFIOX Mutual Fund (MFS Income Fund) is managed by MFS Investment Management with $1.02B in net assets. MFIOX expense ratio is 0.73%, holding 545 positions across sectors including Financials, Industrials, Real Estate. Inception date: 1987-10-29.

MFIOX performance shows a YTD return of -0.67%. The 1-year return is -0.41% and the 5-year return is 0.30%. MFIOX dividend yield stands at 4.50%, paid monthly.

MFIOX top holdings include 2 Year Treasury Note Future Dec 26 (10.5%), 5 Year Treasury Note Future Dec 26 (3.2%), U.S. Treasury Bonds (2.4%), United States Treasury Note/Bond 4.88 08/15/2045 (2.4%), Us Treas Bds 4.75% 11/15/43 (2.0%). Go to all MFIOX holdings, MFIOX sectors, or MFIOX dividends.

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