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MFS Inflation-Adjusted Bond R6 (MIAKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.02+0.04 (+0.45%)
At close: 08:00PM EDT

MFS Inflation-Adjusted Bond R6

Boston, MA 2199

111 Huntington Avenue, 24th Floor

MFS Series Trust IX

1-800-637-2929
Management information
Erik S. Weisman,Lead manager since 29 September 2003
Erik Weisman, is an investment officer and portfolio manager at MFS Investment Management®. He manages the firm's inflation-adjusted bond, strategic income, global bond, global total return, and global government portfolios. He joined the firm in 2002 as a global sovereign fixed-income research analyst. Previously, he served for two years as assistant to the U.S. Executive Director and for two years as an international economist in the U.S. Department of the Treasury. Erik earned a bachelor's degree from the University of Michigan and master's and Ph.D. degree from Duke University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryInflation-Protected Bond
Fund familyMFS
Net assets1.52B
YTD return0.67%
Yield4.44%
Morningstar rating★★★
Inception date31 Aug 2004

Fund operations

Last dividend0.17
Last cap gain-24.00
Holdings turnover43.00%
Average for categoryN/A

Fees and expenses

ExpenseMIAKXCategory average
Annual report expense ratio (net)0.41%0.63%
Prospectus net expense ratio0.41%N/A
Prospectus gross expense ratio0.49%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.45%
Max deferred sales loadN/A1.15%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A