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Mfs Income Fund - Class B: (MF: MIOBX)

(NASDAQ Mutual Funds) As of Apr 14, 2026 05:42 PM ET

$5.92 USD

+0.02 (0.34%)

Zacks MF Rank

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.38 74
3 months -0.38 74
6 months 0.23 87
1 Year 3.63 85
3 Year 3.78 76
5 Year 0.16 82
10 Year 2.14 59

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 37.43
Bear Market (10/07 - 2/09) -14.02
Bull Market (2/09 - 3/21) 98.24

Load Adjusted Returns as of Mar 31, 2026

1 Year -0.51
5 Year 0.15
10 Year 2.14
Since Inception 4.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.38 NA NA NA
2025 2.44 1.19 2.17 0.62
2024 -0.15 0.04 4.88 -2.76
2023 3.18 -0.49 -2.71 6.78
2022 -5.91 -6.38 -4.44 1.95
2021 -2.95 2.29 -0.33 -0.12

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.386.571.866.65-14.19-1.178.4610.40-3.094.677.07
% Total Return Rel to Index -0.26-0.800.601.12-1.170.370.961.67-3.101.134.41
% Total Return Rel to Peer -0.06-0.44-2.000.26-4.66-1.842.532.41-1.940.661.93
% Perf Quintile vs Peer* 3.004.004.003.005.004.002.001.005.002.002.00
% Dividends 0.050.230.240.230.120.090.120.150.140.140.18
% Yield 0.603.783.823.782.021.311.652.192.252.152.74
Capital Gains ($) 0.000.000.000.000.000.060.010.000.000.000.00
Expense Ratio 0.001.481.481.481.481.481.511.781.801.801.80

* 1 = Top 20%, 5 = Bottom 20%