MLMRX Mutual Fund (MFS Limited Maturity Fund Class R2) is managed by MFS Investment Management with $848,293.25 in net assets. MLMRX expense ratio is 0.83%, holding 378 positions across sectors including Financials, Other, Industrials. Inception date: 2003-10-31.

MLMRX performance shows a YTD return of -1.18%. The 1-year return is 3.40% and the 5-year return is 2.29%. MLMRX dividend yield stands at 3.74%, paid monthly.

MLMRX top holdings include Treasury Note (Otr) 4.63% Apr 30, 2029 (10.5%), United States Treasury Notes 4.875%, 4.88%, 10/31/28 (8.8%), Mfs Institutional Money Market Portfolio (4.9%), Treasury Note (Otr) 3.38% Nov 30, 2027 3.38 2027-11-30 (2.0%), U.S. Treasury Notes, 4.125%, 07/31/2028 (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.