MLMRX ETF
MFS Limited Maturity Fund Class R2

MLMRX ETF Overview
MLMRX ETF (MFS Limited Maturity Fund Class R2) is managed by MFS Investment Management with $916,257.77 in net assets. MLMRX expense ratio is 0.83%, holding 385 positions across sectors including Financials, Other, Industrials. Inception date: 2003-10-31.
MLMRX performance shows a YTD return of 0.34%. The 1-year return is 5.26% and the 5-year return is 2.19%. MLMRX dividend yield stands at 3.77%, paid monthly.
MLMRX top holdings include United States Treasury Notes 4.875%, 4.88%, 10/31/28 (9.0%), Treasury Note (Otr) 4.63% Nov 15, 2026 (8.5%), United 4.125% 06/26 (2.1%), Mfs Institutional Money Market Portfolio (2.0%), Us Treas Nts 2.75% 07/31/27 (1.5%). View all MLMRX holdings, sector breakdown, or dividend history.
MLMRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.