MTLBX : MFS Municipal Limited Maturity Fund Class B

MTLBX is a Bond Market Municipal Bond with HIGH fees.

MTLBX

MFS Municipal Limited Maturity Fund Class B

FI Score

44 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

44% FI Score
  • mtlbx
  • Mutual Fund
  • Bond
  • Municipal Bond

MFS Municipal Limited Maturity Fund Class B

Expenses: 1.42% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital preservation. The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from the fund's investments may be subject to the federal alternative minimum tax. Its investment adviser normally invests the fund's assets primarily in municipal instruments. The fund's dollar-weighted average effective maturity will normally not exceed five years.

Largest Holdings

Amount Holding
0.81% METROPOLITAN TRANSN AUTH N Y REV 5%
0.79% TENNESSEE ENERGY ACQUISITION CORP GAS REV 4%
0.74% MIAMI-DADE CNTY FLA AVIATION REV 5%
0.72% MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%
0.68% PORT SEATTLE WASH REV 5%
0.64% KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%
0.64% ALABAMA ST PUB SCH & COLLEGE AUTH 5%
0.50% METROPOLITAN TRANSN AUTH N Y REV 5%
0.49% KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%
0.49% CONNECTICUT ST 4%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2025   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo