Morningstar

MFS Municipal Limited Maturity Fund Class B MTLBX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 8.05  /  0.00
  • Total Assets 3.1B
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.330%
  • Distribution Fee Level Low
  • Share Class Type Deferred Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 2.34%
  • Effective Duration 3.69 years

USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 1:53 AM GMT+0

Morningstar’s Analysis MTLBX

Will MTLBX outperform in the 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 MTLBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MTLBX 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 MTLBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

MFS Municipal Limited Maturity B holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MTLBX

More MTLBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Cash CASH_USD

1.83 57M
Cash and Equivalents

DALLAS FORT WORTH TEX INTL ARPT REV 5%

0.83 26M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.72 22M
municipal

COLLIER CNTY FLA INDL DEV AUTH HEALTH CARE FACS REV 5%

0.72 22M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

0.71 22M
municipal

TENNESSEE ENERGY ACQUISITION CORP GAS REV 5%

0.64 20M
municipal

WISCONSIN ST HEALTH & EDL FACS AUTH REV 5%

0.60 19M
municipal

SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%

0.60 19M
municipal

COLORADO HEALTH FACS AUTH REV 5%

0.59 18M
municipal

TENNERGY CORP TENN GAS REV 5.5%

0.55 17M
municipal

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