MQLBX Mutual Fund

MQLBX Mutual Fund (MFS Limited Maturity Fund Class B) is managed by MFS Investment Management with $172,333.07 in net assets. MQLBX expense ratio is 1.33%, holding 378 positions across various sectors. Inception date: 1993-09-07.

MQLBX performance shows a YTD return of 0.77%. The 1-year return is 2.71% and the 5-year return is 1.76%. MQLBX dividend yield stands at 3.26%, paid monthly.

MQLBX 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 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.