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MFS Limited Maturity I MQLIX

Analyst rating as of
NAV / 1-Day Return
5.65  /  0.02 %
Total Assets
3.0 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Longest Manager Tenure
5.83 years
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
TTM Yield
Effective Duration
1.88 years

Morningstar’s Fund Analysis MQLIX

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MFS Announces Joined CIOs of Fixed Income

Senior Analyst

Analyst Note


From 1 March 2023, Pilar Gomez-Bravo and Alexander Mackey will join current CIO of fixed income Bill Adams as global co-CIOs of fixed income. The shift is intended to support strong communication and collaboration across a growing worldwide team and provide continuity over the longer term. That being said, Adams has not shared any retirement plans to date. In terms of workload and division of responsibilities for the trio, these details will be shared by MFS in the coming months.

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