MQLKX Mutual Fund
MQLKX Mutual Fund
MFS Limited Maturity Fund Class R6
MQLKX Mutual Fund Overview
MQLKX Mutual Fund (MFS Limited Maturity Fund Class R6) is managed by MFS Investment Management with $1.45B in net assets. MQLKX expense ratio is 0.35%, holding 378 positions across sectors including Financials, Other, Industrials. Inception date: 2012-09-04.
MQLKX performance shows a YTD return of -1.36%. The 1-year return is 3.72% and the 5-year return is 2.71%. MQLKX dividend yield stands at 4.18%, paid monthly.
MQLKX 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 MQLKX holdings, sector breakdown, or dividend history.
MQLKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MQLKX alternatives are available via the screener, along with tax-loss harvesting opportunities.