MQLGX Mutual Fund
MQLGX Mutual Fund
MFS Limited Maturity Fund Class R1
MQLGX Mutual Fund Overview
MQLGX Mutual Fund (MFS Limited Maturity Fund Class R1) is managed by MFS Investment Management with $366,549.53 in net assets. MQLGX expense ratio is 1.43%, holding 378 positions across sectors including Financials, Other, Industrials. Inception date: 2005-04-01.
MQLGX performance shows a YTD return of -1.19%. The 1-year return is 2.78% and the 5-year return is 1.68%. MQLGX dividend yield stands at 3.18%, paid monthly.
MQLGX 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 MQLGX holdings, sector breakdown, or dividend history.
MQLGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MQLGX alternatives are available via the screener, along with tax-loss harvesting opportunities.