MRBIX Mutual Fund
MRBIX Mutual Fund
MRBIX Mutual Fund
MFS Total Return Bond Fund Class I
MRBIX Mutual Fund Overview
MRBIX Mutual Fund (MFS Total Return Bond Fund Class I) is managed by MFS Investment Management with $1.75B in net assets. MRBIX expense ratio is 0.45%, holding 1089 positions across sectors including Financials, Energy, Industrials. Inception date: 1999-01-04.
MRBIX performance shows a YTD return of -0.51%. The 1-year return is -0.21% and the 5-year return is 0.17%. MRBIX dividend yield stands at 3.90%, paid monthly.
MRBIX top holdings include 5 Year Treasury Note Future Dec 26 (4.8%), 2 Year Treasury Note Future Dec 26 (4.4%), Ultra Us Treasury Bond Future Dec 26 (2.0%), Us Treas Bds 4.75% 11/15/43 (1.8%), United States Treasuryu.S. Treasury Notes (1.8%). Go to all MRBIX holdings, MRBIX sectors, or MRBIX dividends.
MRBIX can be compared against other funds. Use MRBIX overlap to find shared positions, or MRBIX vs another fund for a side-by-side view. MRBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.