MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF

Frequently Asked Questions About MFSB

What does MFSB invest in?

MFSB seeks total return through an actively managed, broad portfolio of debt securities. The fund invests in US and foreign government securities, municipal instruments, mortgage- and asset-backed securities, and corporate bonds. The portfolio includes debt instruments of any geographic location, maturity, and credit quality, focusing on investment grade debts. To construct the portfolio, the fund employs an active bottom-up approach, selecting investments based on fundamental analysis of individual instruments and issuers. The adviser also considers top-down factors in structuring the fund. The funds assets are diversified across industries and sectors, but may be concentrated in a single sector or a few issuers. Derivatives such as futures, forward contracts, options, and swaps may be used to adjust market and interest rate exposure or as alternatives to direct investments.

What is the expense ratio of MFSB?

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF (MFSB) charges an expense ratio of 0.34%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MFSB?

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF (MFSB) manages $569.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MFSB actively managed or an index fund?

MFSB is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (MFSB's is 0.34%) in exchange for the discretion to over- or under-weight positions.

When was MFSB launched?

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF (MFSB) launched in December 2024 and is managed by MFS.

How has MFSB performed?

MFSB's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.