MFS Limited Maturity FundMQLBX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$3.3B
Expense ratio
1.33%
1-year return
+2.0%
3 years, a year
+4.3%
5 years, a year
+1.8%
12-month yield
2.98%
Holdings
399
What it aims to do.
The funds investment objective is to seek total return with an emphasis on current income, but also considering capital preservation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States of America | 10.29% |
| United States of America | 8.64% |
| MFS Institutional Money Market Portfolio | 2.83% |
| United States of America | 1.98% |
| United States of America | 1.50% |
| Bank of America Corp. | 0.68% |
| Dryden 75 CLO Ltd. | 0.57% |
| Morgan Stanley | 0.56% |
| JPMorgan Chase & Co. | 0.54% |
| TCW CLO Ltd. | 0.54% |
More on MQLBX.
- MQLBX overview
- MQLBX holdings
- MQLBX risk
- MQLBX costs
- MQLBX money in and out
- MQLBX share classes
- Compare MQLBX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.