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.
MFS Limited Maturity R2 MLMRX
NAV / 1-Day Return
6.10
/
0.01
%
Total Assets
2.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.850%
Expense Ratio
0.850%
Fee Level
Low
Longest Manager Tenure
4.36
years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / LimitedMin. Initial Investment
0
Status
Open
TTM Yield
1.67%
Effective Duration
1.82
years
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MLMRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MLMRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MLMRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MLMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
These managers have come into their own.
