MFS Municipal Limited Maturity FundMTLBX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$3.1B
Expense ratio
1.34%
1-year return
+2.0%
3 years, a year
+3.1%
5 years, a year
+0.6%
12-month yield
2.04%
Holdings
1,064
What it aims to do.
The funds investment objective is to seek total return with an emphasis on income exempt from U.S. federal income tax, but also considering capital preservation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Institutional Money Market Portfolio | 3.62% |
| Dallas Fort Worth International Airport | 0.82% |
| Collier County Industrial Development Authority | 0.71% |
| California Community Choice Financing Authority | 0.71% |
| California Community Choice Financing Authority | 0.71% |
| Tennessee Energy Acquisition Corp. | 0.63% |
| Wisconsin Health & Educational Facilities Authority | 0.60% |
| San Francisco City & County Airport Comm-San Francisco International Airport | 0.59% |
| Colorado Health Facilities Authority | 0.58% |
| Tennergy Corp. | 0.54% |
More on MTLBX.
- MTLBX overview
- MTLBX holdings
- MTLBX risk
- MTLBX costs
- MTLBX money in and out
- MTLBX share classes
- Compare MTLBX 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.