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EARBX:NASDAQ

MFS Research Bond Fund Class 529A – EARBX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
11.03-0.01 (-0.09%)10.79 - 11.130.0

Market data as of 6:05PM 05/20/13. Quotes are delayed by at least 15 min.

Overview - EARBX

The investment seeks total return with an emphasis on current income but also considering capital appreciation. The fund normally invests at least 80% of its net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, asset-backed securities, municipal instruments, foreign government securities, inflation-adjusted bonds, and other obligations to repay money borrowed. It primarily invests the fund's assets in investment grade debt instruments, but may also invest in less than investment grade quality debt instruments (lower quality debt instruments).

Growth of $10,000 (10 Years)

Total Return5.72%
Yield (Trailing 12 Mo.)3.09%
Expense Ratio1.01%
Front Load4.75%
Deferred LoadNone
Minimum Investment$250.00
Management Tenure6 Years
Fund Inception07/31/2002

Trailing Total Returns - EARBX

as of 04/30/2013
TimeframeEARBXS&P 500Intermediate-Term Bond
1 Month1.05%1.93%1.10%
3 Month1.62%7.18%1.76%
Year-to-Date1.14%12.74%1.42%
1 Year5.92%16.89%5.78%
3 Year6.34%12.80%6.13%
5 Year7.06%5.21%6.21%
10 Year5.17%7.88%4.96%
Since Inception5.72%10.38%--

Sector Allocation - EARBX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - EARBX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
74.2274.22
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
14.7014.70
Total0.0088.9288.92
Cash0.03
 
 
10.2210.20
Total Net Assets$3.78B
Total Stock Holdings0
Total Bond Holdings600

Bond Credit Quality - EARBX

as of 04/30/2013
AAA44.41%
AA10.82%
A16.08%
BBB25.56%
BB4.42%
B1.00%
Below B0.66%
Not Rated-2.95%

Top Ten Holdings - EARBX

as of 04/30/2013
CompanyYTD Return% of Assets
US Treasury Note 2.125%--4.81%
US Treasury Note 1.875%--4.03%
Fnma 30yr Tba 3.5% May Tba--2.80%
US Treasury Bond 4.5%--2.53%
CD 2007-CD4 MTG TRUST--0.87%
Ml-Cfc Coml Mtg Tr 2007-7 CMO--0.68%
FNMA 4%--0.68%
Morgan Stanley 5.5%--0.63%
Bk Amer Fdg 5.65%--0.62%
JP MORGAN CHASE 2007-LDP12--0.61%

Valuation & Growth - EARBX

as of 04/30/2013
ValuationEARBXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - EARBX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - EARBX, 3 Year Avg

Pretax Return6.34%
Tax-adjusted Return3.32%
Tax Cost Ratio1.25%
Potential Cap Gains4.08%

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