MLMRX Mutual Fund

MLMRX Mutual Fund (MFS Limited Maturity Fund Class R2) is managed by MFS Investment Management with $851,848.18 in net assets. MLMRX expense ratio is 0.82%, holding 378 positions across sectors including Financials, Consumer Staples, Industrials. Inception date: 2003-10-31.

MLMRX performance shows a YTD return of 0.56%. The 1-year return is 1.64% and the 5-year return is 2.35%. MLMRX dividend yield stands at 4.10%, paid monthly.

MLMRX top holdings include U.S. Treasury Notes, 4.875%, 10/31/2028 (8.7%), United States Treasury Note/Bond 2029-04-30 (6.8%), Us Treas Nts 3.875% 03/15/28 (5.0%), Us Treasury Note 4.125% Jul 31 28 (1.5%), Currency Cash Cash_USD (1.4%). Go to all MLMRX holdings, MLMRX sectors, or MLMRX dividends.

MLMRX can be compared against other funds. Use MLMRX overlap to find shared positions, or MLMRX vs another fund for a side-by-side view. MLMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.