MFS Limited Maturity Fund Class C
MQLCX
NASDAQ
| Weiss Ratings | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Philipp S. Burgener (9), Alexander M. Mackey (9) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Limited Maturity Fund Class C | |||
| Category | Short-Term Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Corporate Bond - General | |||
| Inception Date | Jul 01, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.46% | |||
| Dividend | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | -- | |||
| Asset Allocation | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.39% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 98.61% | |||
| U.S. Bond | 79.59% | |||
| Non-U.S. Bond | 19.02% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.10% | |||
| 30-Day Total Return | -0.70% | |||
| 60-Day Total Return | -0.28% | |||
| 90-Day Total Return | -0.16% | |||
| Year to Date Total Return | 0.34% | |||
| 1-Year Total Return | 1.20% | |||
| 2-Year Total Return | 5.07% | |||
| 3-Year Total Return | 12.77% | |||
| 5-Year Total Return | 8.47% | |||
| Price | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $5.79 | |||
| 1-Month Low NAV | $5.79 | |||
| 1-Month High NAV | $5.85 | |||
| 52-Week Low NAV | $5.79 | |||
| 52-Week Low NAV (Date) | Sep 16, 2026 | |||
| 52-Week High NAV | $5.93 | |||
| 52-Week High Price (Date) | Oct 22, 2025 | |||
| Beta / Standard Deviation | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.26 | |||
| Standard Deviation | 1.64 | |||
| Balance Sheet | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.34B | |||
| Operating Ratios | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.42% | |||
| Turnover Ratio | 37.00% | |||
| Performance | MQLCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 3.52% | |||
| Last Bear Market Total Return | -1.91% | |||