MQLKX Mutual Fund

MQLKX Mutual Fund (MFS Limited Maturity Fund Class R6) is managed by MFS Investment Management with $1.46B in net assets. MQLKX expense ratio is 0.35%, holding 378 positions across sectors including Financials, Industrials, Energy. Inception date: 2012-09-04.

MQLKX performance shows a YTD return of 1.17%. The 1-year return is 3.71% and the 5-year return is 2.65%. MQLKX dividend yield stands at 4.17%, paid monthly.

MQLKX top holdings include United States Treasury Note/Bond 2029-04-30 (10.5%), U.S. Treasury Notes, 4.875%, 10/31/2028 (8.8%), Mfs Institutional Money Market Portfolio (4.9%), Treasury Note (Otr) 3.38% Nov 30, 2027 3.38 2027-11-30 (2.0%), Us Treasury Note 4.125% Jul 31 28 (1.5%). Go to all MQLKX holdings, MQLKX sectors, or MQLKX dividends.

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