MLMRX Mutual Fund
MLMRX Mutual Fund
MLMRX Mutual Fund
MFS Limited Maturity Fund Class R2
MLMRX Mutual Fund Overview
MLMRX Mutual Fund (MFS Limited Maturity Fund Class R2) is managed by MFS Investment Management with $851,935.73 in net assets. MLMRX expense ratio is 0.83%, holding 378 positions across various sectors. Inception date: 2003-10-31.
MLMRX performance shows a YTD return of 0.89%. The 1-year return is 3.22% and the 5-year return is 2.27%. MLMRX dividend yield stands at 3.72%, paid monthly.
MLMRX top holdings include Us Treasury Note 4.625% Apr 30 29 (11.9%), Us Treasury Note 4.875% Oct 31 28 (8.7%), USD Ois Oct 02 23 R 4.697 Oct 02 26 (7.1%), USD Ois Dec 23 24 R 4.106 Dec 23 27 (3.5%), USD Ois Apr 16 24 R 4.664 Oct 02 26 (2.2%). 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.