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MFS Limited Maturity 529C ELDCX

Analyst rating as of
NAV / 1-Day Return
6.04  /  0.16 %
Total Assets
3.0 Bil
Adj. Expense Ratio
1.490%
Expense Ratio
1.490%
Fee Level
Average
Longest Manager Tenure
4.72 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
0.72%
Effective Duration
1.87 years
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Morningstar’s Analysis

Will ELDCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Our conviction in this strategy has grown.

Senior Analyst

Summary

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This strategy, which includes the U.S.-sold MFS Limited Maturity as well as the UCITS MFS Meridian Limited Maturity, boasts a capable management team backed by a growing contingent of credit analysts. Thanks to recent investments in its research capabilities, its Process Pillar receives an upgrade from Average to Above Average. As a result, the U.S.-sold I, R4, and R6 share classes, as well as the UCITS I1 share class, receive Morningstar Analyst Ratings of Bronze. The strategy's more expensive share classes receive Neutral or Negative ratings.

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