MQLJX Mutual Fund
MQLJX Mutual Fund
MQLJX Mutual Fund
MFS Limited Maturity Fund Class R4
MQLJX Mutual Fund Overview
MQLJX Mutual Fund (MFS Limited Maturity Fund Class R4) is managed by MFS Investment Management with $750,320.38 in net assets. MQLJX expense ratio is 0.42%, holding 378 positions across various sectors. Inception date: 2005-04-01.
MQLJX performance shows a YTD return of 1.51%. The 1-year return is 3.11% and the 5-year return is 2.74%. MQLJX dividend yield stands at 4.47%, paid monthly.
MQLJX 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 MQLJX holdings, MQLJX sectors, or MQLJX dividends.
MQLJX can be compared against other funds. Use MQLJX overlap to find shared positions, or MQLJX vs another fund for a side-by-side view. MQLJX alternatives are available via the screener, along with tax-loss harvesting opportunities.