| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
1
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#81 in High Yield Bond
U.S. News evaluated 166 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.81 percent over the past year, 9.96 percent over the past three years, 8.20 percent over the past five years, and 7.73 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.8% |
| 1 Year | 11.8% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | 8.2% |
| 10 Years (Annualized) | 7.7% |
Summary
The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. The fund normally invests at least 80% of net assets in high income debt instruments. Debt instruments include corporate bonds, foreign government securities, and other obligations to repay money borrowed. It may invest up to 100% of assets in lower quality debt instruments. The fund may invest its assets in foreign securities.
Fees
Fees are Above Average compared to funds in the same category.
MFS High Income Fund has an expense ratio of 0.93 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
