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MFS Limited Maturity 529C ELDCX

Analyst rating as of
NAV / 1-Day Return
6.10  /  0.16 %
Total Assets
2.6 Bil
Adj. Expense Ratio
1.500%
Expense Ratio
1.500%
Fee Level
Average
Longest Manager Tenure
4.07 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
1.28%
Effective Duration
1.93 years
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Morningstar’s Analysis

Will ELDCX outperform in future?

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Summary

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MFS Limited Maturity is led by a pair of managers that have settled into their roles, but the strategy is not currently distinguished enough to recommend. It earns Morningstar Analyst Ratings of Neutral or Negative depending on share class.

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