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MFS Active Core Plus Bond ETF (MFSB)
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Upturn Advisory Summary
08/14/2025: MFSB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.2% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.76 - 25.00 | Updated Date - |
52 Weeks Range 23.76 - 25.00 | Updated Date - |
Upturn AI SWOT
MFS Active Core Plus Bond ETF
ETF Overview
Overview
The MFS Active Core Plus Bond ETF (FIXD) is an actively managed fixed income ETF seeking total return by investing primarily in investment-grade U.S. bonds while tactically allocating to other sectors of the bond market.
Reputation and Reliability
MFS Investment Management has a long history and strong reputation in asset management.
Management Expertise
MFS has a team of experienced fixed income portfolio managers with a strong track record.
Investment Objective
Goal
To seek total return.
Investment Approach and Strategy
Strategy: Actively managed ETF focused on outperforming the broad U.S. investment grade bond market.
Composition Primarily holds U.S. investment-grade corporate bonds, government bonds, and mortgage-backed securities, with tactical allocations to high-yield bonds and emerging market debt.
Market Position
Market Share: FIXD's market share is relatively small compared to larger, passively managed bond ETFs.
Total Net Assets (AUM): 131327753
Competitors
Key Competitors
- AGG
- LQD
- BND
Competitive Landscape
The bond ETF market is dominated by large, passively managed funds. FIXD competes by offering active management with the goal of outperforming benchmarks. However, active management comes with higher expense ratios and potential underperformance relative to passively managed funds. The main advantage of FIXD compared to passive bond ETFs is the potential for higher returns through active management and the disadvantage is the higher expense ratio and the risk of underperformance.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers. This section is placeholder.
Benchmark Comparison: Benchmark comparison requires historical performance data and is therefore a placeholder.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for FIXD is typically competitive but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth all affect FIXD's performance.
Growth Trajectory
The ETF's growth depends on its ability to attract assets through strong performance and investor demand for active fixed income management.
Moat and Competitive Advantages
Competitive Edge
FIXD's competitive edge lies in its active management approach, which aims to outperform traditional bond indexes. MFS's experienced management team utilizes a flexible investment strategy to capitalize on market opportunities and manage risks. By actively allocating across different sectors of the bond market, FIXD has the potential to generate higher returns than passive bond ETFs. The ETF focuses on providing investors access to investment-grade bonds while selectively allocating to high-yield opportunities to improve risk-adjusted returns.
Risk Analysis
Volatility
FIXD's volatility is typically lower than equity ETFs but is affected by interest rate sensitivity and credit risk.
Market Risk
Market risk includes interest rate risk, credit risk, and liquidity risk associated with the underlying bond holdings.
Investor Profile
Ideal Investor Profile
FIXD is suitable for investors seeking income and potential capital appreciation from a diversified portfolio of bonds with active management.
Market Risk
FIXD is suitable for long-term investors who are comfortable with active management and its associated risks and potential rewards.
Summary
The MFS Active Core Plus Bond ETF (FIXD) is an actively managed fixed income ETF seeking to outperform the broad U.S. investment-grade bond market. It primarily invests in investment-grade U.S. bonds with tactical allocations to other sectors. Its competitive edge is active management, and its suitability lies with long-term investors seeking income and capital appreciation. The higher expense ratio is a potential downside, but the potential for outperformance justifies the expense for some investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- MFS Investment Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MFS Active Core Plus Bond ETF
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of the fund"s net assets in debt instruments. Debt instruments include corporate bonds, U.S. government securities, foreign government securities, securitized instruments (including mortgage-backed securities and other asset-backed securities), municipal instruments, and other obligations to repay money borrowed.
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