MFS Limited Maturity FundMQLIX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$3.3B
Expense ratio
0.43%
1-year return
+3.1%
3 years, a year
+5.2%
5 years, a year
+2.8%
12-month yield
3.75%
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 MQLIX.
- MQLIX overview
- MQLIX holdings
- MQLIX risk
- MQLIX costs
- MQLIX money in and out
- MQLIX share classes
- Compare MQLIX 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.