MQLBX Mutual Fund
MQLBX Mutual Fund
MQLBX Mutual Fund
MFS Limited Maturity Fund Class B
MQLBX Mutual Fund Overview
MQLBX Mutual Fund (MFS Limited Maturity Fund Class B) is managed by MFS Investment Management with $157,463.67 in net assets. MQLBX expense ratio is 1.32%, holding 378 positions across sectors including Financials, Consumer Staples, Industrials. Inception date: 1993-09-07.
MQLBX performance shows a YTD return of 0.17%. The 1-year return is 0.96% and the 5-year return is 1.78%. MQLBX dividend yield stands at 3.59%, paid monthly.
MQLBX 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 MQLBX holdings, MQLBX sectors, or MQLBX dividends.
MQLBX can be compared against other funds. Use MQLBX overlap to find shared positions, or MQLBX vs another fund for a side-by-side view. MQLBX alternatives are available via the screener, along with tax-loss harvesting opportunities.