MLMRX ETF
MFS Limited Maturity Fund Class R2

MLMRX ETF Overview
MLMRX ETF (MFS Limited Maturity Fund Class R2) is managed by MFS Investment Management with $843,857.61 in net assets. MLMRX expense ratio is 0.83%, holding 378 positions across sectors including Financials, Other, Industrials. Inception date: 2003-10-31.
MLMRX performance shows a YTD return of 0.74%. The 1-year return is 3.95% and the 5-year return is 2.25%. MLMRX dividend yield stands at 4.08%, paid monthly.
MLMRX top holdings include United States Treasury Note/Bond 2029-04-30 (10.5%), U.S. Treasury Notes, 4.875%, 10/31/2028 (8.8%), Mfs Institutional Money Market Portfolio (4.9%), Treasury Note (Otr) 3.38% Nov 30, 2027 3.38 2027-11-30 (2.0%), Us Treasury Note 4.125% Jul 31 28 (1.5%). View all MLMRX holdings, sector breakdown, or dividend history.
MLMRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.