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MFSB
+0.18 · +0.70%
$25.28 · NYSE

MFS Active Core Plus Bond ETF (MFSB) ETF Analysis | Intermediate Core-Plus Bond

MFS · USA
AUM:$231.6M
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.0% over the past year, showing positive momentum.

What is MFSB?

The fund normally invests at least 80% of the fund"s net assets in debt instruments. Debt instruments include corporate debt instruments, U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
MFSB returned 7.0% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 0.4% of the ETF — exposure spread across many positions.
Notable Dividend Yield
Current yield of 4.56% provides a meaningful income component alongside market exposure.
ETF Information
AUM$231.6M
Expense Ratio0.00%
Dividend Yield4.56%
Holdings1
Inception DateDec 2024
Domicile–
Distribution–
Index–
ProviderMFS
Beta–
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.9%
1Y
+1.1%
3Y
+4.3%
5Y
+4.3%
OpenBook InsightIf you had invested £10,000 in MFSB 5 years ago, it would have grown to £10,426 — a gain of £426.

Annual Returns

Calendar year performance

MFSB delivered positive returns in 1 of the last 3 calendar years.
YearMFSB
2026 YTD-1.0%
2025+7.4%
2024-1.5%
CAGR 2yr+2.8%
1/3 positive yearsAvg return: +1.6%Worst year: -1.5% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
4.2%
Low
Momentum
-0.5%
30-day change
Support Level
24.59
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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