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MFSB

MFS Active Core Plus Bond ETF

Last Close
Apr 04 09:31AM ET
25.01
Dollar change
+0.03
Percentage change
0.12
%
CategoryBonds - Broad Market Asset TypeBonds Tags- Return% 1Y- Shs Outstand Perf Week0.64%
SponsorMFS ETF Type Tags- Return% 3Y- Total Holdings149 Perf Month0.60%
Fund Family Bond Type Tags- Return% 5Y- AUM42.37M Perf Quarter1.72%
Index- Average Maturity Tags- Return% 10Y NAV% Perf Half Y-
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year-
Active/Passive Quant Type Tags- Flows% 1M3.04% 52W Range24.24 - 25.17 Perf YTD1.72%
Dividend TTM0.37 (1.49%) ESG Type Tags- Flows% 3M41.03% 52W High-0.64% Beta-
Dividend Ex-DateMar 31, 2025 Dividend Type Sector/Theme Flows% YTD41.03% 52W Low3.20% ATR (14)0.07
Expense0.34% Structure Type Region Flows% 1Y RSI (14)61.05 Volatility0.10% 0.14%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.00 Prev Close24.98
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume7.78K Price25.01
SMA200.64% SMA500.95% SMA2001.18% Trades Volume1 Change0.12%
Dec-05-24 10:00AM
The fund's investment objective is to seek total return with an emphasis on current income, but also considering capital appreciation. US core plus bond strategy that provides exposure to the broad U.S. bond market with a bias towards credit markets The fund 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 generally focuses on investing the fund's assets in investment grade quality debt instruments, but also typically invests a portion of the fund's assets in below investment grade quality debt instruments. MFS may invest the fund's assets in foreign securities, including emerging market securities. The fund's investment strategy is referred to as "Core Plus" because, in addition to investing in a core portfolio of investment grade quality debt instruments, MFS normally invests a portion of the fund's assets in below investment grade quality debt instruments and/or emerging markets debt instruments.