MBDIX Mutual Fund

MBDIX Mutual Fund (MFS Corporate Bond Fund Class I) is managed by MFS Investment Management with $881.4M in net assets. MBDIX expense ratio is 0.50%, holding 433 positions across sectors including Financials, Industrials, Utilities. Inception date: 1997-01-02.

MBDIX performance shows a YTD return of -2.79%. The 1-year return is -2.24% and the 5-year return is 0.01%. MBDIX dividend yield stands at 4.98%, paid monthly.

MBDIX top holdings include Mfs Institutional Money Market Portfolio (1.9%), Cash & Cash Equivalents (1.3%), Boeing Co 5.805%, Due 05/01/2050 (0.8%), Jpmorgan Chase & Co Frb Nov 08 32 (0.8%), Ubs Group Ag 144A 3.13% Aug 13, 2030 (0.8%). Go to all MBDIX holdings, MBDIX sectors, or MBDIX dividends.

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