MFS Total Return Bond Fund
Name
As of 04/30/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
-2.7%
1 yr return
0.7%
3 Yr Avg Return
-3.1%
5 Yr Avg Return
0.5%
Net Assets
$7.58 B
Holdings in Top 10
22.1%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.53%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 188.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/30/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
MRBJX - Profile
Distributions
- YTD Total Return -2.7%
- 3 Yr Annualized Total Return -3.1%
- 5 Yr Annualized Total Return 0.5%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.23%
- Dividend Yield 4.2%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameMFS Total Return Bond Fund
-
Fund Family NameMFS Funds
-
Inception DateApr 01, 2005
-
Shares OutstandingN/A
-
Share ClassR4
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerJoshua Marston
Fund Description
MFS (Massachusetts Financial Services Company, the fund’s investment adviser) normally invests at least 80% of the fund’s net assets in debt instruments. Debt instruments include corporate bonds, U.S. Government securities, foreign government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), municipal instruments, and other obligations to repay money borrowed.
MFS primarily invests the fund’s assets in investment grade quality debt instruments, but may also invest in below investment grade quality debt instruments.
MFS may purchase or sell securities for the fund on a when-issued, delayed delivery, or forward commitment basis where payment and delivery take place at a future settlement date, including mortgage-backed securities purchased or sold in the to be announced (TBA) market.
MFS may invest the fund’s assets in foreign securities.
MFS normally invests the fund’s assets across different industries and sectors, but MFS may invest a significant percentage of the fund’s assets in issuers in a single industry or sector.
While MFS may use derivatives for any investment purpose, to the extent MFS uses derivatives, MFS expects to use derivatives primarily to increase or decrease exposure to a particular market, segment of the market, or security, to increase or decrease interest rate exposure, or as alternatives to direct investments. Derivatives include futures, forward contracts, options, and swaps.
MFS uses an active bottom-up investment approach to buying and selling investments for the fund. Investments are selected primarily based on fundamental analysis of individual instruments and their issuers. Quantitative screening tools that systematically evaluate instruments may also be considered. In structuring the fund, MFS also considers top-down factors.
For purposes of the fund’s 80% policy, net assets include the amount of any borrowings for investment purposes.
MRBJX - Performance
Return Ranking - Trailing
Period | MRBJX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -2.7% | -13.7% | 2.7% | 29.45% |
1 Yr | 0.7% | -11.8% | 10.3% | 24.25% |
3 Yr | -3.1%* | -11.1% | 24.7% | 20.82% |
5 Yr | 0.5%* | -7.0% | 190.8% | 21.82% |
10 Yr | 1.4%* | -2.7% | 73.4% | 26.32% |
* Annualized
Return Ranking - Calendar
Period | MRBJX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.9% | -16.2% | 8.1% | 13.79% |
2022 | -16.4% | -34.7% | 131.9% | 65.10% |
2021 | -4.2% | -11.6% | 4.4% | 82.64% |
2020 | 5.6% | -10.1% | 946.1% | 20.26% |
2019 | 6.6% | -1.7% | 16.9% | 16.65% |
Total Return Ranking - Trailing
Period | MRBJX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -2.7% | -13.7% | 2.7% | 29.45% |
1 Yr | 0.7% | -11.8% | 10.3% | 24.25% |
3 Yr | -3.1%* | -11.1% | 24.7% | 20.82% |
5 Yr | 0.5%* | -7.0% | 190.8% | 21.82% |
10 Yr | 1.4%* | -2.7% | 73.4% | 26.32% |
* Annualized
Total Return Ranking - Calendar
Period | MRBJX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 7.9% | -11.3% | 11.0% | 4.80% |
2022 | -13.8% | -32.2% | 131.9% | 56.02% |
2021 | -0.7% | -9.4% | 9.2% | 38.76% |
2020 | 9.2% | -1.9% | 1009.0% | 29.63% |
2019 | 10.2% | 1.1% | 21668.0% | 14.58% |
NAV & Total Return History
MRBJX - Holdings
Concentration Analysis
MRBJX | Category Low | Category High | MRBJX % Rank | |
---|---|---|---|---|
Net Assets | 7.58 B | 2.9 M | 314 B | 19.69% |
Number of Holdings | 1120 | 1 | 17889 | 34.32% |
Net Assets in Top 10 | 1.69 B | -106 M | 34.8 B | 17.75% |
Weighting of Top 10 | 22.10% | 4.4% | 134.1% | 58.53% |
Top 10 Holdings
- U.S. Treasury Notes 5.62%
- U.S. Treasury Notes 3.28%
- U.S. Treasury Notes 3.04%
- MFS Institutional Money Market Portfolio, Class A 2.76%
- U.S. Treasury Notes 1.46%
- UMBS 1.35%
- U.S. Treasury Bonds 1.34%
- U.S. Treasury Notes 1.24%
- U.S. Treasury Bonds 1.04%
- U.S. Treasury Notes 0.97%
Asset Allocation
Weighting | Return Low | Return High | MRBJX % Rank | |
---|---|---|---|---|
Bonds | 97.85% | 0.00% | 215.98% | 33.56% |
Cash | 2.76% | -54.51% | 79.52% | 51.68% |
Convertible Bonds | 1.78% | 0.00% | 7.93% | 37.14% |
Other | 1.59% | -13.23% | 50.66% | 66.37% |
Stocks | 0.00% | 0.00% | 99.83% | 45.18% |
Preferred Stocks | 0.00% | 0.00% | 74.68% | 41.42% |
Bond Sector Breakdown
Weighting | Return Low | Return High | MRBJX % Rank | |
---|---|---|---|---|
Corporate | 34.90% | 0.00% | 100.00% | 34.86% |
Government | 31.71% | 0.00% | 86.23% | 32.57% |
Securitized | 30.82% | 0.00% | 98.40% | 46.77% |
Cash & Equivalents | 2.76% | 0.00% | 76.23% | 48.13% |
Municipal | 1.50% | 0.00% | 100.00% | 18.67% |
Derivative | 0.41% | -9.72% | 50.66% | 26.82% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | MRBJX % Rank | |
---|---|---|---|---|
US | 97.85% | 0.00% | 215.98% | 30.77% |
Non US | 0.00% | 0.00% | 33.48% | 50.00% |
MRBJX - Expenses
Operational Fees
MRBJX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.53% | 0.01% | 39.10% | 68.39% |
Management Fee | 0.40% | 0.00% | 1.76% | 61.45% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | N/A | 0.01% | 0.50% | N/A |
Sales Fees
MRBJX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 2.00% | 5.75% | N/A |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
MRBJX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
MRBJX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 188.00% | 2.00% | 493.39% | 66.40% |
MRBJX - Distributions
Dividend Yield Analysis
MRBJX | Category Low | Category High | MRBJX % Rank | |
---|---|---|---|---|
Dividend Yield | 4.20% | 0.00% | 10.21% | 32.48% |
Dividend Distribution Analysis
MRBJX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annually | Monthly | Monthly |
Net Income Ratio Analysis
MRBJX | Category Low | Category High | MRBJX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.23% | -1.28% | 4.79% | 18.88% |
Capital Gain Distribution Analysis
MRBJX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Apr 01, 2024 | $0.032 | OrdinaryDividend |
Mar 01, 2024 | $0.033 | DailyAccrualFund |
Feb 01, 2024 | $0.034 | DailyAccrualFund |
Dec 29, 2023 | $0.037 | DailyAccrualFund |
Dec 01, 2023 | $0.034 | DailyAccrualFund |
Nov 01, 2023 | $0.034 | DailyAccrualFund |
Oct 02, 2023 | $0.034 | DailyAccrualFund |
Sep 01, 2023 | $0.033 | DailyAccrualFund |
Aug 01, 2023 | $0.033 | DailyAccrualFund |
Jul 03, 2023 | $0.033 | DailyAccrualFund |
Jun 01, 2023 | $0.031 | DailyAccrualFund |
May 01, 2023 | $0.032 | DailyAccrualFund |
Apr 03, 2023 | $0.031 | DailyAccrualFund |
Mar 01, 2023 | $0.031 | DailyAccrualFund |
Feb 01, 2023 | $0.031 | DailyAccrualFund |
Dec 30, 2022 | $0.051 | DailyAccrualFund |
Dec 01, 2022 | $0.027 | DailyAccrualFund |
Nov 01, 2022 | $0.025 | DailyAccrualFund |
Oct 03, 2022 | $0.024 | DailyAccrualFund |
Sep 01, 2022 | $0.023 | DailyAccrualFund |
Aug 01, 2022 | $0.022 | DailyAccrualFund |
Jul 01, 2022 | $0.022 | DailyAccrualFund |
Jun 01, 2022 | $0.021 | DailyAccrualFund |
May 02, 2022 | $0.020 | DailyAccrualFund |
Apr 01, 2022 | $0.019 | DailyAccrualFund |
Mar 01, 2022 | $0.018 | DailyAccrualFund |
Feb 01, 2022 | $0.018 | DailyAccrualFund |
Dec 31, 2021 | $0.018 | DailyAccrualFund |
Dec 01, 2021 | $0.018 | DailyAccrualFund |
Nov 01, 2021 | $0.018 | DailyAccrualFund |
Oct 01, 2021 | $0.019 | DailyAccrualFund |
Sep 01, 2021 | $0.020 | DailyAccrualFund |
Aug 02, 2021 | $0.020 | DailyAccrualFund |
Jul 01, 2021 | $0.020 | DailyAccrualFund |
Jun 01, 2021 | $0.020 | DailyAccrualFund |
May 03, 2021 | $0.020 | DailyAccrualFund |
Apr 01, 2021 | $0.020 | DailyAccrualFund |
Mar 01, 2021 | $0.021 | DailyAccrualFund |
Feb 01, 2021 | $0.022 | DailyAccrualFund |
Dec 31, 2020 | $0.023 | DailyAccrualFund |
Dec 01, 2020 | $0.024 | DailyAccrualFund |
Nov 02, 2020 | $0.025 | DailyAccrualFund |
Oct 01, 2020 | $0.026 | DailyAccrualFund |
Sep 01, 2020 | $0.027 | DailyAccrualFund |
Aug 03, 2020 | $0.027 | DailyAccrualFund |
Jul 01, 2020 | $0.027 | DailyAccrualFund |
Jun 01, 2020 | $0.026 | DailyAccrualFund |
May 01, 2020 | $0.025 | DailyAccrualFund |
Apr 01, 2020 | $0.025 | DailyAccrualFund |
Mar 02, 2020 | $0.025 | DailyAccrualFund |
Feb 03, 2020 | $0.026 | DailyAccrualFund |
Dec 31, 2019 | $0.026 | DailyAccrualFund |
Dec 02, 2019 | $0.026 | DailyAccrualFund |
Nov 01, 2019 | $0.027 | DailyAccrualFund |
Oct 01, 2019 | $0.027 | DailyAccrualFund |
Sep 03, 2019 | $0.028 | DailyAccrualFund |
Aug 01, 2019 | $0.029 | DailyAccrualFund |
Jul 01, 2019 | $0.030 | OrdinaryDividend |
Jun 03, 2019 | $0.030 | DailyAccrualFund |
May 01, 2019 | $0.030 | DailyAccrualFund |
Apr 01, 2019 | $0.029 | DailyAccrualFund |
Mar 01, 2019 | $0.027 | DailyAccrualFund |
Feb 01, 2019 | $0.027 | DailyAccrualFund |
Dec 31, 2018 | $0.027 | DailyAccrualFund |
Dec 03, 2018 | $0.027 | DailyAccrualFund |
Sep 04, 2018 | $0.025 | DailyAccrualFund |
Aug 01, 2018 | $0.025 | DailyAccrualFund |
Jul 02, 2018 | $0.025 | DailyAccrualFund |
Jun 01, 2018 | $0.024 | DailyAccrualFund |
May 01, 2018 | $0.024 | DailyAccrualFund |
Apr 02, 2018 | $0.023 | DailyAccrualFund |
Mar 01, 2018 | $0.023 | DailyAccrualFund |
Feb 01, 2018 | $0.022 | DailyAccrualFund |
Dec 29, 2017 | $0.023 | DailyAccrualFund |
Dec 01, 2017 | $0.023 | DailyAccrualFund |
Nov 01, 2017 | $0.023 | DailyAccrualFund |
Oct 02, 2017 | $0.023 | DailyAccrualFund |
Sep 01, 2017 | $0.023 | DailyAccrualFund |
Aug 01, 2017 | $0.023 | DailyAccrualFund |
Jul 03, 2017 | $0.023 | DailyAccrualFund |
Jun 01, 2017 | $0.023 | DailyAccrualFund |
May 01, 2017 | $0.024 | DailyAccrualFund |
Apr 03, 2017 | $0.025 | DailyAccrualFund |
Mar 01, 2017 | $0.025 | DailyAccrualFund |
Feb 01, 2017 | $0.025 | DailyAccrualFund |
Dec 30, 2016 | $0.025 | DailyAccrualFund |
Dec 01, 2016 | $0.025 | DailyAccrualFund |
Nov 01, 2016 | $0.025 | DailyAccrualFund |
Oct 03, 2016 | $0.026 | DailyAccrualFund |
Sep 01, 2016 | $0.026 | DailyAccrualFund |
Aug 01, 2016 | $0.027 | DailyAccrualFund |
Jul 01, 2016 | $0.027 | DailyAccrualFund |
Jun 01, 2016 | $0.028 | DailyAccrualFund |
May 02, 2016 | $0.028 | DailyAccrualFund |
Apr 01, 2016 | $0.027 | DailyAccrualFund |
Mar 01, 2016 | $0.027 | DailyAccrualFund |
Feb 01, 2016 | $0.026 | DailyAccrualFund |
Dec 31, 2015 | $0.026 | DailyAccrualFund |
Dec 01, 2015 | $0.028 | DailyAccrualFund |
Nov 02, 2015 | $0.030 | DailyAccrualFund |
Oct 01, 2015 | $0.030 | DailyAccrualFund |
Sep 01, 2015 | $0.028 | DailyAccrualFund |
Jul 01, 2015 | $0.027 | DailyAccrualFund |
Jun 01, 2015 | $0.027 | DailyAccrualFund |
May 01, 2015 | $0.026 | DailyAccrualFund |
Apr 01, 2015 | $0.024 | DailyAccrualFund |
Mar 02, 2015 | $0.024 | DailyAccrualFund |
Jan 02, 2015 | $0.033 | DailyAccrualFund |
Dec 01, 2014 | $0.025 | DailyAccrualFund |
Nov 03, 2014 | $0.025 | DailyAccrualFund |
Oct 01, 2014 | $0.027 | DailyAccrualFund |
Sep 02, 2014 | $0.027 | DailyAccrualFund |
Aug 01, 2014 | $0.028 | DailyAccrualFund |
Jul 01, 2014 | $0.029 | DailyAccrualFund |
Jun 02, 2014 | $0.029 | DailyAccrualFund |
May 01, 2014 | $0.030 | DailyAccrualFund |
Apr 01, 2014 | $0.030 | DailyAccrualFund |
Mar 03, 2014 | $0.030 | DailyAccrualFund |
Feb 03, 2014 | $0.030 | DailyAccrualFund |
Dec 31, 2013 | $0.030 | DailyAccrualFund |
Dec 02, 2013 | $0.030 | DailyAccrualFund |
Nov 01, 2013 | $0.028 | DailyAccrualFund |
Oct 01, 2013 | $0.027 | DailyAccrualFund |
Sep 03, 2013 | $0.027 | DailyAccrualFund |
Aug 01, 2013 | $0.027 | DailyAccrualFund |
Jul 01, 2013 | $0.027 | DailyAccrualFund |
Jun 03, 2013 | $0.027 | DailyAccrualFund |
May 01, 2013 | $0.027 | DailyAccrualFund |
Apr 01, 2013 | $0.027 | DailyAccrualFund |
Mar 01, 2013 | $0.028 | DailyAccrualFund |
Feb 01, 2013 | $0.030 | DailyAccrualFund |
Jan 02, 2013 | $0.030 | DailyAccrualFund |
Dec 03, 2012 | $0.031 | DailyAccrualFund |
Nov 01, 2012 | $0.031 | DailyAccrualFund |
Oct 01, 2012 | $0.031 | DailyAccrualFund |
Sep 04, 2012 | $0.031 | DailyAccrualFund |
Aug 01, 2012 | $0.032 | DailyAccrualFund |
Jul 02, 2012 | $0.032 | DailyAccrualFund |
Jun 01, 2012 | $0.032 | DailyAccrualFund |
May 01, 2012 | $0.032 | DailyAccrualFund |
Apr 02, 2012 | $0.033 | DailyAccrualFund |
Mar 01, 2012 | $0.034 | DailyAccrualFund |
Feb 01, 2012 | $0.034 | DailyAccrualFund |
Jan 03, 2012 | $0.034 | DailyAccrualFund |
Dec 01, 2011 | $0.034 | DailyAccrualFund |
Nov 01, 2011 | $0.034 | DailyAccrualFund |
Oct 03, 2011 | $0.034 | DailyAccrualFund |
Sep 01, 2011 | $0.035 | DailyAccrualFund |
Aug 01, 2011 | $0.035 | DailyAccrualFund |
Jul 01, 2011 | $0.035 | DailyAccrualFund |
Jun 01, 2011 | $0.035 | DailyAccrualFund |
May 02, 2011 | $0.035 | DailyAccrualFund |
Apr 01, 2011 | $0.035 | DailyAccrualFund |
Mar 01, 2011 | $0.035 | DailyAccrualFund |
Feb 01, 2011 | $0.035 | DailyAccrualFund |
Jan 03, 2011 | $0.035 | DailyAccrualFund |
Dec 01, 2010 | $0.035 | DailyAccrualFund |
Nov 01, 2010 | $0.035 | DailyAccrualFund |
Oct 01, 2010 | $0.035 | DailyAccrualFund |
Sep 01, 2010 | $0.036 | DailyAccrualFund |
Aug 02, 2010 | $0.036 | DailyAccrualFund |
Jul 01, 2010 | $0.036 | DailyAccrualFund |
Jun 01, 2010 | $0.036 | DailyAccrualFund |
May 03, 2010 | $0.036 | DailyAccrualFund |
Apr 01, 2010 | $0.037 | DailyAccrualFund |
Mar 01, 2010 | $0.038 | DailyAccrualFund |
Feb 01, 2010 | $0.039 | DailyAccrualFund |
Jan 04, 2010 | $0.041 | DailyAccrualFund |
Dec 01, 2009 | $0.042 | DailyAccrualFund |
Nov 02, 2009 | $0.044 | DailyAccrualFund |
Oct 01, 2009 | $0.044 | DailyAccrualFund |
Sep 01, 2009 | $0.044 | DailyAccrualFund |
Aug 03, 2009 | $0.045 | DailyAccrualFund |
Jul 01, 2009 | $0.044 | DailyAccrualFund |
Jun 01, 2009 | $0.042 | DailyAccrualFund |
May 01, 2009 | $0.042 | DailyAccrualFund |
Apr 01, 2009 | $0.042 | DailyAccrualFund |
Mar 02, 2009 | $0.042 | DailyAccrualFund |
Feb 02, 2009 | $0.042 | DailyAccrualFund |
Dec 31, 2008 | $0.084 | DailyAccrualFund |
Dec 01, 2008 | $0.043 | DailyAccrualFund |
Nov 03, 2008 | $0.041 | DailyAccrualFund |
Oct 01, 2008 | $0.041 | DailyAccrualFund |
Sep 02, 2008 | $0.041 | DailyAccrualFund |
Aug 01, 2008 | $0.041 | DailyAccrualFund |
Jul 01, 2008 | $0.041 | DailyAccrualFund |
Jun 02, 2008 | $0.043 | DailyAccrualFund |
May 01, 2008 | $0.043 | DailyAccrualFund |
Apr 01, 2008 | $0.043 | DailyAccrualFund |
Mar 03, 2008 | $0.045 | DailyAccrualFund |
Feb 01, 2008 | $0.045 | DailyAccrualFund |
Dec 31, 2007 | $0.044 | DailyAccrualFund |
Dec 03, 2007 | $0.044 | DailyAccrualFund |
Nov 01, 2007 | $0.044 | DailyAccrualFund |
Oct 01, 2007 | $0.043 | DailyAccrualFund |
Sep 04, 2007 | $0.043 | DailyAccrualFund |
Aug 01, 2007 | $0.041 | DailyAccrualFund |
Jul 02, 2007 | $0.041 | DailyAccrualFund |
Jun 01, 2007 | $0.041 | DailyAccrualFund |
May 01, 2007 | $0.041 | DailyAccrualFund |
Apr 02, 2007 | $0.041 | DailyAccrualFund |
Mar 01, 2007 | $0.041 | DailyAccrualFund |
Feb 01, 2007 | $0.041 | DailyAccrualFund |
Dec 29, 2006 | $0.041 | DailyAccrualFund |
Dec 01, 2006 | $0.042 | DailyAccrualFund |
Nov 01, 2006 | $0.042 | DailyAccrualFund |
Oct 02, 2006 | $0.042 | DailyAccrualFund |
Sep 01, 2006 | $0.042 | DailyAccrualFund |
Aug 01, 2006 | $0.043 | DailyAccrualFund |
Jul 03, 2006 | $0.043 | DailyAccrualFund |
Jun 01, 2006 | $0.043 | DailyAccrualFund |
May 01, 2006 | $0.043 | DailyAccrualFund |
Apr 03, 2006 | $0.044 | DailyAccrualFund |
Mar 01, 2006 | $0.044 | DailyAccrualFund |
Feb 01, 2006 | $0.045 | DailyAccrualFund |
Dec 01, 2005 | $0.045 | DailyAccrualFund |
Nov 01, 2005 | $0.045 | DailyAccrualFund |
Oct 03, 2005 | $0.045 | DailyAccrualFund |
Sep 01, 2005 | $0.046 | DailyAccrualFund |
Aug 01, 2005 | $0.046 | DailyAccrualFund |
Jul 01, 2005 | $0.046 | DailyAccrualFund |
Jun 01, 2005 | $0.044 | DailyAccrualFund |
May 02, 2005 | $0.044 | DailyAccrualFund |
MRBJX - Fund Manager Analysis
Managers
Joshua Marston
Start Date
Tenure
Tenure Rank
Dec 31, 2009
12.42
12.4%
Joshua P. Marston, Portfolio Manager, is an Investment Officer, Director of Fixed Income, and Director of Structured & Financial Research at MFS Investment Management® (MFS®). Josh's responsibilities include managing MFS' fixed income portfolio management team as well as oversight of MFS' structured product strategy, dedicated structured product portfolios, and portfolio management responsibilities for several of the firm's other fixed income strategies. Mr. Marston has been employed in the investment area of MFS since 1999 as a credit analyst.
Alexander Mackey
Start Date
Tenure
Tenure Rank
Dec 31, 2019
2.42
2.4%
Alexander M. Mackey, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He has portfolio management responsibilities on the firm's limited duration and multi-sector fixed income strategies. He also has research analyst responsibilities. Alexander joined MFS in 1998 as a financial control assistant and was promoted to section manager in 2000. He joined the Fixed Income Department as a research associate in 2001 was promoted to fixed income research analyst in 2004. He took on portfolio management responsibilities in 2017. Alexander has a bachelor's degree from Trinity College and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society of Boston.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.07 | 33.43 | 6.81 | 1.16 |