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Morningstar

MFS Limited Maturity R2 MLMRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 5.72  /  0.02 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.57%
  • Effective Duration 1.89 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MLMRX

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.

MFS Announces Joined CIOs of Fixed Income

Senior Analyst

Analyst Note

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