MIAHX

About MIAHX

MFS Inflation-Adjusted Bond Fund Class R3 is a mutual fund specializing in inflation-protected fixed income investments. Its primary objective is to achieve a total return that surpasses the rate of inflation over the long term, with an emphasis on generating current income while also considering capital appreciation. The fund predominantly invests in inflation-protected U.S. Treasury securities, as well as securities issued by government agencies and other entities, allowing for diverse exposure within the inflation-linked debt market. The investment strategy incorporates both duration and yield curve management, aiming to enhance returns by actively managing interest rate risk and capitalizing on shifts in the fixed income landscape. Managed using a combination of fundamental analysis and quantitative screening, the fund selects holdings based on macroeconomic factors, including inflation and interest rate trends. With net assets exceeding $1.4 billion and a quarterly dividend payout, it serves investors seeking protection from inflation’s erosive effects on purchasing power. MFS Inflation-Adjusted Bond Fund Class R3 plays a significant role in diversified portfolios by providing a hedge against inflation and contributing to fixed income allocations focused on stability and real return potential.