MFSBMFS Active Core Plus Bond ETF
Seeks total return with an emphasis on current income and capital appreciation.
By MFS · Launched 2024
Annual Cost
0.34%
#1,514 of 5,854 · low cost
Fund Size
$469M
#1,644 of 5,854 · large
Dividend YieldGoal
4.57%
Track Record
1 year
#3,889 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,339+3.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 24.9% of fund✓ well diversified
United States Treasury
5.2%
United States Treasury
4.5%
State Street Global Advisors
3.2%
United States Treasury
2.4%
United States Treasury
2.3%
United States Treasury
2.3%
United States Treasury
1.6%
United States Treasury
1.4%
United States Treasury
1.3%
Fannie Mae
0.9%
Asset allocation
Bonds
97.4%
Cash
1.5%
Preferred
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.5%Low
Year-on-year price swings
Max drawdown
-3.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
5.2 years
Avg maturity
10.0 years
Credit ratings
US Government
35.7%
AAA
42.4%
AA
4.2%
A
14.8%
BBB
28.8%
BB
7.0%
B
3.5%
Below B
0.3%
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks total return with an emphasis on current income and capital appreciation.
- Strategy
- Employs an active bottom-up investment approach, investing primarily in debt instruments, including investment grade and below investment grade quality debt instruments, as well as emerging market securities. Focuses on total return with an emphasis on current income.
- Inception date
- December 4, 2024
- Fund family
- MFS
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Data updated on 2026-08-03