MFS Core Bond Fund Class R2 is a mutual fund designed to provide a total return with an emphasis on current income, while also considering capital appreciation. The fund primarily invests at least 80% of its net assets in investment-grade debt instruments, which include corporate bonds, U.S. government securities, and securitized instruments. By focusing on a diversified core portfolio of high-credit-quality fixed income securities, the fund seeks to offer a stable source of income and mitigate overall portfolio risk. MFS Core Bond Fund Class R2 adopts an active management approach, integrating macroeconomic insights and fundamental analysis to make asset allocation, security selection, and duration decisions that aim to maximize performance relative to its benchmark, typically the Bloomberg U.S. Aggregate Bond Index. With monthly income distributions and a moderate expense ratio, the fund serves investors seeking regular income and broad exposure to the U.S. investment-grade bond market, making it a foundational component for many diversified investment strategies.
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