MFS Bond R1
500 Boylston St 15 Th Fl Boston MA 02116
Map
Phone: 800-225-2606
| Category: | Intermediate-Term Bond | | Fund Family: | MFS | | Net Assets: | 8.22M | | Year-to-Date Return: | -1.34% | | Yield: | 4.96% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-05 |
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Richard O. Hawkins
Lead Manager since
30-Oct-05 | | | Hawkins has been a senior vice president with Massachusetts Financial Services since 1993. He joined the company in 1988 and has been a portfolio manager of the portfolio since October 2005. Previously, Hawkins spent two years as a bond analyst with Fidelity Investments, and five years as an international lending officer with Manufacturers Hanover Trust Company. Hawkins holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return with an emphasis on current income; capital appreciation is secondary. The fund normally invests at least 80% of the fund's net assets in debt instruments. It may invest in grade debt instruments, lower quality debt instruments, foreign securities, mortgage dollar rolls, and derivatives. |
| Last Dividend
(29-Aug-08):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 200.26% |
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| Expense | MFBGX | Category
Avg | | Total Expense Ratio: | 1.66%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$530 | $466 | | 5 Yr Expense Projection*: |
$913 | $718 | | 10 Yr Expense Projection*: |
$1,987 | $1,428 |
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1.22% Nasdaq 
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