MFS® Inflation-Adjusted Bond Fund

Scorecard
1 / 5 Stars
Lipper
2 2 2 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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TheStreet.com
E (Sell)

U.S. News evaluated 52 Inflation-Protected Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -6.61 percent over the past year, 3.22 percent over the past three years, 5.26 percent over the past five years, and 3.81 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.3%
1 Year -6.6%
3 Years (Annualized) 3.2%
5 Years (Annualized) 5.3%
10 Years (Annualized) 3.8%

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Summary

The investment seeks a total return that exceeds the rate of inflation over the long-term, with an emphasis on current income, but also considering capital appreciation. The fund invests at least 80% of its net assets in inflation-adjusted debt instruments and other investments with inflation-adjusting features. It currently intends to focus on inflation-adjusted debt securities issued by the U.S. Treasury. The fund generally invests substantially all of the fund's assets in investment grade debt instruments. It may also invest the fund's assets in other inflation-adjusted debt instruments and non-inflation-adjusted debt instruments.

Fees

Fees are Low compared to funds in the same category.
MFS® Inflation-Adjusted Bond Fund has an expense ratio of 0.80 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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