MFBGX Mutual Fund

MFBGX Mutual Fund (MFS Corporate Bond Fund Class R1) is managed by MFS Investment Management with $2.5M in net assets. MFBGX expense ratio is 1.50%, holding 433 positions across sectors including Financials, Industrials, Utilities. Inception date: 2005-04-01.

MFBGX performance shows a YTD return of -3.53%. The 1-year return is -3.22% and the 5-year return is -0.98%. MFBGX dividend yield stands at 3.92%, paid monthly.

MFBGX 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 MFBGX holdings, MFBGX sectors, or MFBGX dividends.

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