MQLHX Mutual Fund
MQLHX Mutual Fund
MFS Limited Maturity Fund Class R3
MQLHX Mutual Fund Overview
MQLHX Mutual Fund (MFS Limited Maturity Fund Class R3) is managed by MFS Investment Management with $631,964.61 in net assets. MQLHX expense ratio is 0.68%, holding 378 positions across sectors including Financials, Other, Industrials. Inception date: 2005-04-01.
MQLHX performance shows a YTD return of -1.35%. The 1-year return is 3.56% and the 5-year return is 2.45%. MQLHX dividend yield stands at 3.88%, paid monthly.
MQLHX 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 MQLHX holdings, sector breakdown, or dividend history.
MQLHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MQLHX alternatives are available via the screener, along with tax-loss harvesting opportunities.