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Mutual Fund Insights: MFS Inflation Adjusted Bond I Fund (MIAIX)

In-depth Analysis of MFS Inflation Adjusted Bond I Fund (MIAIX)

Mutual fund chart: MFS Inflation Adjusted Bond I Fund (MIAIX)

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See MFS Inflation Adjusted Bond I Fund (MIAIX) performance details as of January 31, 2010

  

    Last Trade: $10.04 on 3/16/2010, Change: +0.03 (0.3%)

  

Fund Manager - Erik S. Weisman

Fund Manager Tenure: 6.5 years   [Similar Funds: MIAAX  MIABX  MIACX  MIAHX  MIAJX  MIALX  MIATX ]
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Weisman is vice president of MFS Investment Management, He joined the firm in 2002 as a global sovereign fixed-income research analyst. Previously, he served for two years as the Assistant to the U.S. Executive Director for the International Monetary Fund; and for three years as an international economist in the Office of Central and Eastern Europe for the U.S. Department of the Treasury.  Get more insights on Erik S. Weisman

  

What we like about MFS Inflation Adjusted Bond I Fund (MIAIX) What we like about MFS Inflation Adjusted Bond I Fund (MIAIX)

Data for MFS Inflation Adjusted Bond I Fund (MIAIX) as of January 31, 2010

  • MFS Inflation Adjusted Bond I Fund (MIAIX) management has been with MFS Inflation Adjusted Bond I Fund for 6.5 years
  • MFS Inflation Adjusted Bond I Fund (MIAIX) has good mid-term performance (3-year return 6.27% vs 5.79% Inflation-Protected Bond category average)
  • MFS Inflation Adjusted Bond I Fund (MIAIX) has good Long-term performance (5-year return 4.19% vs 4.00% Inflation-Protected Bond category average)
  • MFS Inflation Adjusted Bond I Fund (MIAIX) ratio of up-years vs down years is greater than 2
  • MFS Inflation Adjusted Bond I Fund (MIAIX) has an annual stock turnover rate of 14.00% vs Inflation-Protected Bond average of 225.32%. It is good that MFS Inflation Adjusted Bond I management does not trade extensively for its return.
  • MFS Inflation Adjusted Bond I Fund (MIAIX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.93, lower than category average of 9.17
  • MFS Inflation Adjusted Bond I Fund (MIAIX) has a lower management fee than its Inflation-Protected Bond average: 0.50% vs 0.85%
  • MFS Inflation Adjusted Bond I Fund (MIAIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about MFS Inflation Adjusted Bond I Fund (MIAIX) What we are cautious about MFS Inflation Adjusted Bond I Fund (MIAIX)

Data for MFS Inflation Adjusted Bond I Fund (MIAIX) as of January 31, 2010

  • MFS Inflation Adjusted Bond I Fund is a focused fund with 50.22% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • MFS Inflation Adjusted Bond I Fund (MIAIX) has a less-than-ideal short-term performance (1-year return 10.04% vs 12.14% Inflation-Protected Bond category average)
  • MFS Inflation Adjusted Bond I Fund (MIAIX) has a Morningstar rating of 3 and below
See MFS Inflation Adjusted Bond I Fund (MIAIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Inflation-Protected Bond category?

Below are some additional Inflation-Protected Bond mutual funds generated out of our database

  

MFS Inflation Adjusted Bond I Fund (MIAIX) Net Asset

Track net asset change of MFS Inflation Adjusted Bond I fund (MIAIX)

DateNet Asset
01/2010$305.85M
11/2009$298.58M
10/2009$289.70M
More historic net asset information on MFS Inflation Adjusted Bond I Fund (MIAIX)

  

MFS Inflation Adjusted Bond I Fund (MIAIX) Portfolio Allocation

Track portfolio allocation change of MFS Inflation Adjusted Bond I fund (MIAIX)

DateCashStockBondOther
10/20092.26%0%97.74%0%
09/20091.97%0%98.03%0%
08/20093.45%0%96.55%0%
Click here to see more historic asset allocation information on MFS Inflation Adjusted Bond I Fund (MIAIX)

  

Most Recent Top 10 Holdings in MFS Inflation Adjusted Bond I Fund (MIAIX)

Discover what MFS Inflation Adjusted Bond I Fund (MIAIX) manager is buying

31-Oct-09
US Treasury Note 3% [6.75%]
US Treasury Bond 2.375% [5.63%]
US Treasury Note 2% [5.56%]
US Treasury Bond 2.375% [5.36%]
US Treasury Note 2% [5.28%]
US Treasury Note 1.625% [5.13%]
US Treasury Bond 3.875% [5%]
US Treasury Note 1.875% [4.41%]
US Treasury Note [4.17%]
US Treasury Note 1.625% [4.07%]

30-Sep-09
US Treasury Note 3% [6.9%]
US Treasury Bond 2.375% [5.73%]
US Treasury Note 2% [5.66%]
US Treasury Bond 2.375% [5.5%]
US Treasury Note 1.625% [5.22%]
US Treasury Bond 3.875% [5.06%]
US Treasury Note 1.875% [4.49%]
US Treasury Note [4.25%]
US Treasury Note 2% [4.22%]
US Treasury Note 1.625% [4.15%]

31-Aug-09
US Treasury Note 3% [7.62%]
US Treasury Note 1.625% [7.05%]
US Treasury Bond 2.375% [6.22%]
US Treasury Bond 2.375% [6.01%]
US Treasury Note 2% [5.67%]
US Treasury Bond 3.875% [5.45%]
US Treasury Note 1.875% [4.94%]
US Treasury Note [4.6%]
US Treasury Note 2% [4.6%]
US TREASURY NOTE [4.48%]
Click here for Stock Holding Change Map in MFS Inflation Adjusted Bond I Fund (MIAIX)

  

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