MFSB ETF Analysis: MFS Active Core Plus Bond | NYSE

Intermediate Core-Plus Bond | NYSE, USA | Market Cap: 575m USD | 12M Return: -0.3% | US55286W1080 | Charts, Fundamentals & Technical Analysis

Corporate Debt, Government Securities, Securitized Instruments, Municipal Instruments
Total Rating 38
Safety 57
Buy Signal -0.48
Intermediate Core-Plus Bond
Category Rotation: +6.3
AUM: 575M
Avg Turnover: 3.39M
Risk 3d forecast
Volatility5.18%
VaR 5th Pctl0.97%
VaR vs Median3.49%
Reward TTM
Sharpe Ratio-1.21
Rel. Str. IBD30.9
Rel. Str. Peer Group86.8
Character TTM
Beta0.092
Beta Downside0.075
Hurst Exponent0.503
Drawdowns 3y
Max DD3.44%
CAGR/Max DD0.60
CAGR/Mean DD2.21

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 1.8 years of data

Jan -0.1% -
Feb +1.1% -
Mar -2.4% -
Apr +0.0% -
May -0.1% -
Jun -0.2% -
Jul -1.6% -
Aug -0.0% -
Sep - -
Oct - -
Nov - -
Dec -0.5% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: MFSB MFS Active Core Plus Bond

The MFS Active Core Plus Bond ETF (MFSB) is an actively managed fixed income fund that invests at least 80% of its net assets in debt instruments. Its portfolio spans corporate bonds, U.S. and foreign government securities, securitized instruments (including mortgage-backed and asset-backed securities), municipal instruments, and other borrowed-money obligations.

As a Core-Plus bond fund, MFSB operates within a fixed income category that combines traditional core bond holdings (primarily investment-grade U.S. bonds) with the flexibility to add non-core sectors such as high-yield credit, emerging market debt, and bank loans in pursuit of higher yield. Unlike traditional mutual funds, the ETF wrapper provides intraday trading on the NYSE and greater portfolio transparency, while the active management approach (led by MFS Investment Management, founded in 1924) allows for security selection and sector allocation decisions rather than passive index tracking.

Headlines to Watch Out For
  • Federal Reserve rate cuts pressure intermediate core-plus bond ETF yields
  • Corporate credit spreads tighten lifting core-plus bond fund returns
  • Fund inflows expand AUM and fee revenue for MFSB ETF
What is the price of MFSB shares?

As of September 27, 2026, the stock is trading at USD 24.07 with a total of 122,042 shares traded. Over the past week, the price has changed by -0.86%, over one month by -2.47%, over three months by -2.85% and over the past year by -0.31%.

Current recommended Stop Loss: 23.90 (which is 0.7% or 1.7 ATR below the current price).

Is MFSB a buy, sell or hold?

MFS Active Core Plus Bond has no consensus analysts rating.