MIOBX : MFS Strategic Income Fund Class B

MIOBX is a Bond Market Total US Bond Market with HIGH fees.

MIOBX

MFS Strategic Income Fund Class B

FI Score

27 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

27% FI Score
  • miobx
  • Mutual Fund
  • Bond
  • Total US Bond Market

MFS Strategic Income Fund Class B

Expenses: 1.78% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. MFS normally invests the fund's assets primarily in a broad range of debt instruments issued by U.S. and foreign corporate, government, and other entities, including below investment grade quality debt instruments and debt instruments of issuers located in emerging market countries. MFS focuses on investing the fund's assets in corporate bonds, mortgage-backed securities and other securitized instruments, U.S. government securities, and debt instruments of issuers located in emerging market countries.

Largest Holdings

Amount Holding
10.74% 2 Year Treasury Note Future June 20
4.14% United States Treasury Notes 1.38%
2.72% Ultra US Treasury Bond Future June 20
2.61% United States Treasury Bonds 2.5%
1.23% Bank of America Corporation 3.25%
1.17% United States Treasury Bonds 2.38%
1.02% Wells Fargo Commercial Mortgage Trust 3.59%
1.01% GS MORTGAGE SECURITIES TRUST 3%
0.91% Reckitt Benckiser Treasury Services PLC 2.75%
0.87% CCUBS COML MTG TR 2017-C1 3.54%
0.74% Comcast Corporation 4.15%
0.71% ENEL Finance International N.V. 3.63%
0.70% Aon Corporation 4.5%
0.68% Westinghouse Air Brake Company 4.95%
0.67% JPMorgan Chase & Co. 3.88%
0.67% L3 Harris Technologies Inc 4.4%
0.64% NEW JERSEY ECONOMIC DEV AUTH ST PENSION FDG REV 0%
0.64% American Tower Corporation 3.55%
0.64% Truist Bank Global 1.5%
0.64% Liberty Mutual Group, Inc. 3.95%
0.63% Apple Inc. 4.25%
0.63% Experian Finance plc 2.75%
0.63% UBS Group AG 4.25%
0.62% JPMorgan Chase & Co. 3.13%

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