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MQLGX:NASDAQ

MFS Limited Maturity Fund Class R1 – MQLGX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
6.070.00 (0.00%)6.07 - 6.130.0

Market data as of 6:05PM 06/18/13. Quotes are delayed by at least 15 min.

Overview - MQLGX

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 corporate bonds, U.S. government securities, asset-backed securities, municipal instruments, foreign government securities, inflation-adjusted bonds, and other obligations to repay money borrowed. Its dollar-weighted average effective maturity will normally not exceed five years.

Growth of $10,000 (10 Years)

Total Return2.26%
Yield (Trailing 12 Mo.)1.39%
Expense Ratio1.61%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure15 Years
Fund Inception04/01/2005

Trailing Total Returns - MQLGX

as of 05/31/2013
TimeframeMQLGXS&P 500Short-Term Bond
1 Month-0.41%2.34%-0.42%
3 Month-0.26%8.22%-0.02%
Year-to-Date-0.06%15.37%0.25%
1 Year1.22%27.28%2.27%
3 Year1.47%16.87%2.58%
5 Year2.04%5.43%3.24%
10 Year1.89%7.58%2.94%
Since Inception2.26%10.42%--

Sector Allocation - MQLGX

as of 05/31/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - MQLGX

as of 05/31/2013
By PercentShort0%LongNet
Stock--
 
 
0.000.00
Bond--
 
 
42.1942.19
Other--
 
 
0.000.00
Foreign Stock--
 
 
0.000.00
Foreign Bond--
 
 
35.3635.36
Total--77.5577.55
Cash--
 
 
22.4522.45
Total Net Assets$1.33B
Total Stock Holdings0
Total Bond Holdings392

Bond Credit Quality - MQLGX

as of 05/31/2013
AAA19.64%
AA14.04%
A34.87%
BBB30.58%
BB1.02%
B0.00%
Below B0.61%
Not Rated-0.76%

Top Ten Holdings - MQLGX

as of 05/31/2013
CompanyYTD Return% of Assets
Fhlmc Gold 15yr Tba 2.5% May Tba--0.94%
Swedish Expt Cr FRN--0.65%
Societe De Financement De L Ec 3.375%--0.59%
Macquarie Bk 144A 5%--0.57%
Merc-Benz Mst Owner Tr 2012-B FRN--0.54%
Hlss Svcr Ad Recv Tr 2013-T1 FRN--0.53%
Florida Hurricane Catastrophe Rev 1.298%--0.53%
Nissan Mstr Ownr Tr 2013-A FRN--0.52%
Intel 1.35%--0.51%
Intl Bk For Recon & 0.5%--0.51%

Valuation & Growth - MQLGX

as of 05/31/2013
ValuationMQLGXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - MQLGX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - MQLGX, 3 Year Avg

Pretax Return1.47%
Tax-adjusted Return0.77%
Tax Cost Ratio0.69%
Potential Cap Gains-8.81%

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