MFS Limited Maturity Fund Class R4 MQLJX Strategy
Strategy
The investment seeks total return with an emphasis on current income, but also considering capital preservation. The fund normally invests its assets primarily in debt instruments. Debt instruments include U.S. government securities, corporate bonds, foreign government securities, securitized instruments, and other obligations to repay money borrowed. Its dollar-weighted average effective maturity will normally not exceed five years.
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Ticker
|
Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
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Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
MQLIX
| MFS Limited Maturity Fund Class I | Institutional | Open | $857.99M | 0.420% | Average | $0 | $136.99M | |||
MQLFX
| MFS Limited Maturity Fund Class A | Front Load | Open | $1.05B | 0.570% | Low | $1,000 | −$22.72M | |||
MQLBX
| MFS Limited Maturity Fund Class B | Deferred Load | Closed | $157,308.00 | 1.320% | Low | $1,000 | −$397,078.28 | |||
MQLCX
| MFS Limited Maturity Fund Class C | Level Load | Open | $14.39M | 1.420% | Above Average | $1,000 | −$5.28M | |||
MQLJX
| MFS Limited Maturity Fund Class R4 | Retirement, Large | Open | $754,825.00 | 0.420% | Above Average | $0 | −$717,640.83 | |||
MQLKX
| MFS Limited Maturity Fund Class R6 | Retirement, Large | Open | $1.44B | 0.340% | Below Average | $0 | −$6.07M | |||
MLMRX
| MFS Limited Maturity Fund Class R2 | Retirement, Medium | — | $849,807.00 | 0.820% | Below Average | $0 | −$307,133.36 | |||
MQLHX
| MFS Limited Maturity Fund Class R3 | Retirement, Medium | Open | $354,961.00 | 0.670% | Low | $0 | −$286,256.27 | |||
MQLGX
| MFS Limited Maturity Fund Class R1 | Retirement, Small | — | $325,537.00 | 1.420% | High | $0 | −$29,527.47 |
United States