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.
Will MQLJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MQLJX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MQLJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MQLJX’s parent organization’s priorities and whether they’re in line with investors’ interests.