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MTLCX:NASDAQ

MFS Municipal Limited Maturity Fund Class C – MTLCX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
8.260.00 (0.00%)8.24 - 8.320.0

Market data as of 6:05PM 05/21/13. Quotes are delayed by at least 15 min.

Overview - MTLCX

The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital preservation. The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from the fund's investments may be subject to the federal alternative minimum tax. Its investment adviser normally invests the fund's assets primarily in municipal instruments. The fund's dollar-weighted average effective maturity will normally not exceed five years.

Growth of $10,000 (10 Years)

Total Return3.04%
Yield (Trailing 12 Mo.)1.02%
Expense Ratio1.54%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure13 Years
Fund Inception07/01/1994

Trailing Total Returns - MTLCX

as of 04/30/2013
TimeframeMTLCXS&P 500Muni National Short
1 Month0.32%1.93%0.22%
3 Month0.46%7.18%0.40%
Year-to-Date0.53%12.74%0.58%
1 Year1.52%16.89%1.54%
3 Year2.81%12.80%2.22%
5 Year3.29%5.21%2.53%
10 Year2.43%7.88%2.45%
Since Inception3.04%10.38%--

Sector Allocation - MTLCX

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

Asset Allocation - MTLCX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
92.1592.15
Other0.11
 
 
0.00-0.11
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
0.000.00
Total0.1192.1592.04
Cash0.00
 
 
7.977.97
Total Net Assets$1.29B
Total Stock Holdings0
Total Bond Holdings557

Bond Credit Quality - MTLCX

as of 04/30/2013
AAA13.38%
AA32.47%
A35.11%
BBB18.25%
BB0.68%
B0.44%
Below B0.00%
Not Rated-0.33%

Top Ten Holdings - MTLCX

as of 04/30/2013
CompanyYTD Return% of Assets
Chicago Ill O Hare Intl Arpt R Snr Li 4%--1.01%
Pennsylvania Econ Dev Fing Rev Bds 5%--0.99%
Minnesota Pub Facs Auth 5%--0.90%
New York St Dorm Auth 1.75%--0.83%
Washington St Go Bds 5%--0.80%
Metropolitan Govt Nashville & Elec Sy 5%--0.76%
California St Go Bds 5%--0.66%
North Carolina St Go Ref Bd 4%--0.65%
Chicago Ill O Hare Intl Arpt R Snr Li 4%--0.65%
Railsplitter Tob Settlement Au Tob 6.25%--0.65%

Valuation & Growth - MTLCX

as of 04/30/2013
ValuationMTLCXCategory 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 - MTLCX, 3 Year

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

Tax Analysis - MTLCX, 3 Year Avg

Pretax Return2.81%
Tax-adjusted Return2.81%
Tax Cost Ratio0.00%
Potential Cap Gains3.95%

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