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MFS┬« Limited Maturity Fund Class R4 – MQLJX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
6.030.00 (0.00%)6.01 - 6.070.0

Market data as of 6:05PM 03/30/15. Quotes are delayed by at least 15 min.

Overview - MQLJX

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 Return2.85%
Yield (Trailing 12 Mo.)1.32%
Expense Ratio0.59%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure17 Years
Fund Inception04/01/2005

Trailing Total Returns - MQLJX

as of 02/28/2015
TimeframeMQLJXS&P 500Short-Term Bond
1 Month-0.06%5.75%0.03%
3 Month0.15%2.31%0.18%
1 Year0.66%15.51%0.97%
3 Year1.37%18.00%1.47%
5 Year1.88%16.18%2.16%
10 Year2.79%7.99%3.02%
Since Inception2.85%10.71%--

Sector Allocation - MQLJX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MQLJX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$1.51B
Total Stock Holdings0
Total Bond Holdings392

Bond Credit Quality - MQLJX

as of 02/28/2015
Below B0.49%
Not Rated0.29%

Top Ten Holdings - MQLJX

as of 02/28/2015
CompanyYTD Return% of Assets
US Treasury Note 3.25%--2.07%
US Treasury Note 3%--1.05%
Swedbank Ab 144A 2.125%--0.74%
Volkswagen Cr Ownr Tr 2014-1 FRN--0.73%
FHLMC 2.5%--0.72%
Bk Amer 6%--0.60%
Citigroup FRN--0.60%
Fifth Third Bk Cin Ohio Mtn Be 1.35%--0.57%
Kraft Foods Grp 6.125%--0.57%
Abb Treasury Center Usa 144A 2.5%--0.54%

Valuation & Growth - MQLJX

as of 02/28/2015
ValuationMQLJXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MQLJX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Tax Analysis - MQLJX, 3 Year Avg

Pretax Return1.37%
Tax-adjusted Return0.60%
Tax Cost Ratio0.76%
Potential Cap Gains-4.84%

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