MQLHX Mutual Fund

MQLHX Mutual Fund (MFS Limited Maturity Fund Class R3) is managed by MFS Investment Management with $353,399.5 in net assets. MQLHX expense ratio is 0.67%, holding 378 positions across various sectors. Inception date: 2005-04-01.

MQLHX performance shows a YTD return of 1.34%. The 1-year return is 2.85% and the 5-year return is 2.51%. MQLHX dividend yield stands at 4.21%, paid monthly.

MQLHX 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 MQLHX holdings, MQLHX sectors, or MQLHX dividends.

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