MFBGX

About MFBGX

MFS Corporate Bond Fund Class R1 is a U.S.-domiciled mutual fund focused on investment-grade corporate fixed income securities. Its primary objective is to achieve total return with an emphasis on current income, while also considering opportunities for capital appreciation. The fund invests more than 65% of its assets in corporate debt, primarily denominated in U.S. dollars, and typically maintains a strong allocation to investment-grade corporates, which represented over 80% of the portfolio as of mid-2025. It may also hold limited exposures to high yield corporates, U.S. Treasuries, emerging markets debt, and structured credit instruments including collateralized loan obligations and mortgage-backed securities. The fund employs a disciplined investment process stressing credit selection rather than interest rate (duration) positioning, leveraging both fundamental and quantitative risk management techniques. With a longstanding track record since its 1974 inception and assets in the multi-billion-dollar range, MFS Corporate Bond Fund Class R1 serves as a core fixed income holding for investors seeking diversified exposure to the U.S. corporate bond market, balancing income generation with prudent risk controls and a thoughtful approach to credit quality and sector allocation.