MFS Inflation-Adjusted Bond FundMIATX

MUTUAL FUNDMFS
Type
Mutual fund
Peer group
Government bond
Net assets
$1.5B
Expense ratio
1.00%
1-year return
+2.8%
3 years, a year
+2.2%
5 years, a year
+0.2%
Holdings
117

What it aims to do.

The funds investment objective is to seek total return that exceeds the rate of inflation over the long-term, with an emphasis on current income, but also considering capital appreciation.

Top 10 holdings.

Holding% of fund
United States Treasury11.36%
United States Treasury9.53%
United States Treasury7.75%
United States Treasury7.58%
United States Treasury6.50%
United States Treasury5.48%
United States Treasury5.00%
United States Treasury4.78%
United States Treasury4.60%
United States Treasury4.13%

More on MIATX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.