MQLHX ETF
MFS Limited Maturity Fund Class R3

MQLHX ETF Overview
MQLHX ETF (MFS Limited Maturity Fund Class R3) is managed by MFS Investment Management with $629,488.87 in net assets. MQLHX expense ratio is 0.68%, holding 378 positions across sectors including Financials, Other, Industrials. Inception date: 2005-04-01.
MQLHX performance shows a YTD return of 0.80%. The 1-year return is 4.11% and the 5-year return is 2.41%. MQLHX dividend yield stands at 4.23%, paid monthly.
MQLHX 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 MQLHX holdings, sector breakdown, or dividend history.
MQLHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MQLHX alternatives are available via the screener, along with tax-loss harvesting opportunities.