MQLHX

About MQLHX

MFS Limited Maturity Fund Class R3 is an open-end mutual fund focused on short-term, investment‑grade fixed income. Its primary purpose is to deliver total return with an emphasis on current income while considering capital preservation, aligning with a limited‑maturity approach that targets lower interest‑rate sensitivity than intermediate or long‑duration bond strategies. The portfolio typically holds U.S. government, agency, and high‑quality corporate bonds with effective durations in the short‑term range common to its Morningstar Short-Term Bond category, reflecting a conservative risk profile relative to longer‑dated bond funds. Managed by MFS Investment Management, the strategy emphasizes diversified credit exposure and high‑quality issuers, aiming to balance income generation and stability across changing rate environments. Within the broader market, the fund serves as a core short‑duration allocation for investors seeking a ballast to equity volatility, a complement to cash equivalents, or a funding source for near‑term liabilities. Its role is to provide steady income and modest total return potential with constrained interest‑rate risk, as evidenced by category‑appropriate performance comparisons and duration characteristics.