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Mfs Series Trust Viii Strategic Income Fund Cl A: (MF: MFIOX)

(NASDAQ Mutual Funds) As of Jan 23, 2020 08:00 PM ET

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$6.85 USD

0.00 (NA)

Zacks MF Rank 4-Sell       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Dec 31, 2019

Total Return %* Percentile Rank Objective
YTD 11.33 11
3 months 0.45 59
6 months 2.74 21
1 Year 11.33 11
3 Year 4.62 19
5 Year 3.88 15
10 Year 4.82 17

* Annual for three years and beyond.

Zacks Premium Research for MFIOX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Sell 4
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 1.11
% Yield 2.89
% SEC Yield 2.72
Net Assets (Mil $) 12/31/2019 210.12
%Turnover 12/31/2019 88.00

Risk

3 Year 5 Year 10 Year
Beta 0.84 0.74 0.75
Alpha 0.94 1.33 1.85
R Squared 0.70 0.48 0.34
Std. Dev. 2.90 3.23 3.72
Sharpe 1.03 0.88 1.00

Sector / Country Weightings

As of 12/31/2019 % of Portfolio
NA NA

Portfolio Holdings

Top Holdings (As of 7/31/2019) % of Portfolio Value (Mil$)
000MISB 47.34 135.82
000CASH 15.02 43.08
US TREAS NOTES 3.88 11.13
BANK OF AMERICA CORP 1.52 4.37
US TREAS BONDS 1.18 3.38
RECKITT BENCKISER TREAS S 1.14 3.28
UNITED TECH CORP 1.08 3.10
US TREAS NOTES 0.98 2.80
ENEL FIN INTL NV 0.88 2.51
NJ ECONOMIC DEVT AUTH STA 0.79 2.27

Stock Holding % of Net Assets

As Of 7/31/2019
Total Issues NA
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA