MFIWX Mutual Fund

MFIWX Mutual Fund (MFS Income Fund Class R6) is managed by MFS Investment Management with $2.16B in net assets. MFIWX expense ratio is 0.40%, holding 517 positions across sectors including Financials. Inception date: 2018-03-02.

MFIWX performance shows a YTD return of 0.50%. The 1-year return is 2.67% and the 5-year return is 0.67%. MFIWX dividend yield stands at 5.14%, paid monthly.

MFIWX top holdings include Ust Bond 2Yr Future Sep 30 26 (11.8%), Ust Bond 5Yr Future Sep 30 26 (3.8%), Us Treasury Bond 4.5% Feb 15 44 (2.9%), Us Treasury Bond 4.875% Aug 15 45 (2.6%), Us Treasury Bond 4.75% Nov 15 43 (2.3%). Go to all MFIWX holdings, MFIWX sectors, or MFIWX dividends.

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