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MQLHX:NASDAQ

MFS Limited Maturity Fund Class R3 – MQLHX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
6.110.00 (0.00%)6.09 - 6.140.0

Market data as of 6:05PM 05/22/13. Quotes are delayed by at least 15 min.

Overview - MQLHX

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 Return3.06%
Yield (Trailing 12 Mo.)2.20%
Expense Ratio0.86%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure15 Years
Fund Inception04/01/2005

Trailing Total Returns - MQLHX

as of 04/30/2013
TimeframeMQLHXS&P 500Short-Term Bond
1 Month0.30%1.93%0.31%
3 Month0.43%7.18%0.60%
Year-to-Date0.44%12.74%0.66%
1 Year2.22%16.89%2.63%
3 Year2.23%12.80%2.68%
5 Year2.89%5.21%3.33%
10 Year2.74%7.88%3.11%
Since Inception3.06%10.38%--

Sector Allocation - MQLHX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - MQLHX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
43.7843.78
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
34.5734.57
Total0.0078.3578.35
Cash0.28
 
 
21.9321.65
Total Net Assets$1.34B
Total Stock Holdings0
Total Bond Holdings393

Bond Credit Quality - MQLHX

as of 04/30/2013
AAA19.33%
AA12.64%
A36.24%
BBB30.64%
BB1.04%
B0.00%
Below B0.60%
Not Rated-0.49%

Top Ten Holdings - MQLHX

as of 04/30/2013
CompanyYTD Return% of Assets
Fhlmc Gold 15yr Tba 2.5% May Tba--0.94%
Swedish Expt Cr FRN--0.66%
Societe De Financement De L Ec 3.375%--0.60%
Macquarie Bk 144A 5%--0.57%
Merc-Benz Mst Owner Tr 2012-B FRN--0.55%
Hlss Svcr Ad Recv Tr 2013-T1 0.8983%--0.54%
Nissan Mstr Ownr Tr 2013-A FRN--0.53%
Intl Bk For Recon & 0.5%--0.52%
Intel 1.35%--0.51%
Santander Drive Auto 2012-5 0.57%--0.49%

Valuation & Growth - MQLHX

as of 04/30/2013
ValuationMQLHXCategory 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 - MQLHX, 3 Year

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

Tax Analysis - MQLHX, 3 Year Avg

Pretax Return2.23%
Tax-adjusted Return1.24%
Tax Cost Ratio0.97%
Potential Cap Gains-7.29%

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