MQLIX Mutual Fund

MQLIX Mutual Fund (MFS Limited Maturity Fund Class I) is managed by MFS Investment Management with $866.6M in net assets. MQLIX expense ratio is 0.42%, holding 378 positions across sectors including Financials, Consumer Staples, Industrials. Inception date: 1997-01-02.

MQLIX performance shows a YTD return of 0.67%. The 1-year return is 1.86% and the 5-year return is 2.76%. MQLIX dividend yield stands at 4.51%, paid monthly.

MQLIX 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 MQLIX holdings, MQLIX sectors, or MQLIX dividends.

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