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Key statistics Previous close 18.50
Open —
Day range —
52-week range 17.21 18.96
Off day high —
Off 52-week high −0.84%
Volume —
Avg. volume (3M) 0.00
Net assets 1.21B
Expense ratio 1.09%
Yield 2.68%
YTD return +8.48%
50-day average 18.42
200-day average 18.20
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MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, foreign government securities, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. MFS generally invests approximately 60% of the fund's assets in equity securities and approximately 40…
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A day counts when it ranked in the top 25 of a list. Tracked since Oct 10, 2026.
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