MQLBX Mutual Fund
MQLBX Mutual Fund
MFS Limited Maturity Fund Class B
MQLBX Mutual Fund Overview
MQLBX Mutual Fund (MFS Limited Maturity Fund Class B) is managed by MFS Investment Management with $183,740.91 in net assets. MQLBX expense ratio is 1.33%, holding 378 positions across sectors including Financials, Other, Industrials. Inception date: 1993-09-07.
MQLBX performance shows a YTD return of -1.19%. The 1-year return is 2.89% and the 5-year return is 1.79%. MQLBX dividend yield stands at 3.28%, paid monthly.
MQLBX 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 MQLBX holdings, sector breakdown, or dividend history.
MQLBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MQLBX alternatives are available via the screener, along with tax-loss harvesting opportunities.