3 / 5 Stars
5 5 4 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#76 in Intermediate-Term Bond
U.S. News evaluated 273 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 5.97 percent over the past year, 4.71 percent over the past three years, 7.06 percent over the past five years, and 5.32 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||7.1%|
|10 Years (Annualized)||5.3%|
The investment seeks total return with an emphasis on current income but also considering capital appreciation. The fund normally invests at least 80% of its net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, asset-backed securities, municipal instruments, foreign government securities, inflation-adjusted bonds, and other obligations to repay money borrowed. It primarily invests the fund's assets in investment grade debt instruments, but may also invest in less than investment grade quality debt instruments (lower quality debt instruments).
Fees are Above Average compared to funds in the same category.
MFS® Research Bond Fund has an expense ratio of 0.81 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.