MQLFX : MFS Limited Maturity Fund Class A

MQLFX is a Bond Market High Yield Bond with MODERATE fees.

MQLFX

MFS Limited Maturity Fund Class A

FI Score

54 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

54% FI Score
  • mqlfx
  • Mutual Fund
  • Bond
  • High Yield Bond

MFS Limited Maturity Fund Class A

Expenses: 0.71% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks total return with an emphasis on current income, but also considering capital preservation. The fund normally invests its assets primarily in debt instruments. Debt instruments include U.S. government securities, corporate bonds, foreign government securities, securitized instruments, and other obligations to repay money borrowed. Its dollar-weighted average effective maturity will normally not exceed five years.

Largest Holdings

Amount Holding
5.32% United States Treasury Notes 2.38%
5.29% 2 Year Treasury Note Future June 20
5.15% United States Treasury Notes 2.63%
1.86% United States Treasury Notes 1.88%
0.90% Bank of America Corporation 2.74%
0.80% Barclays PLC 4.61%
0.72% E Trade Financial Corporation 2.95%
0.70% Dupont De Nemours Inc 2.17%
0.70% Bank of America Corporation 2.37%
0.69% UBS Group AG 3.49%
0.67% PALMER SQUARE LOAN FUNDING LTD 3.25%
0.63% Invitation Homes 2015-Sfr3 Trust 1.71%
0.63% Dell International L.L.C. and EMC Corporation 4.42%
0.63% Bayer US Finance II LLC 3.5%
0.63% Goldman Sachs Group, Inc. 3%
0.61% Tricon American Homes 2015-SFR1 Trust 2.59%
0.55% Federal Home Loan Mortgage Corporation 3%
0.55% SES S.A. 3.6%
0.55% JPMorgan Chase & Co. 3.21%
0.55% Royal Bank of Canada 1.6%
0.54% The Boeing Company 4.88%
0.54% NEW JERSEY ECONOMIC DEV AUTH ST PENSION FDG REV 0%
0.54% Adani Ports & Special Economic Zone 3.95%
0.54% Toyota Motor Credit Corporation 3%
0.53% Wells Fargo & Company 2.16%

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