MFS® Strategic Income Fund

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

#18 in Multisector Bond

U.S. News evaluated 82 Multisector 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 3.42 percent over the past year, 5.54 percent over the past three years, 10.48 percent over the past five years, and 5.77 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.2%
1 Year 3.4%
3 Years (Annualized) 5.5%
5 Years (Annualized) 10.5%
10 Years (Annualized) 5.8%

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Summary

The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. The fund normally invests its assets primarily in debt instruments. It normally invests the fund's assets in U.S. government securities, foreign government securities, mortgage-backed and other asset-backed securities of U.S. and foreign issuers, corporate bonds of U.S. and/or foreign issuers, and/or debt instruments of issuers located in emerging market countries. The fund allocates its assets across these categories with a view toward broad diversification across and within these categories.

Fees

Fees are Average compared to funds in the same category.
MFS® Strategic Income Fund has an expense ratio of 1.05 percent.

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Risk

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

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