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MFS Limited Maturity C (MQLCX)

5.86
+0.01
+(0.17%)
As of 8:06:41 AM EDT. Market Open.

Fund Summary

The fund normally invests its assets primarily in debt instruments. Debt instruments include U.S. government securities, corporate bonds, foreign government securities, securitized instruments, and other obligations to repay money borrowed. Its dollar-weighted average effective maturity will normally not exceed five years.

MFS Limited Maturity C

Boston, MA 2199
111 Huntington Avenue, 24th Floor
1-800-637-2929

Fund Overview

Category Short-Term Bond
Fund Family MFS
Net Assets 3.09B
YTD Return 1.53%
Yield 3.35%
Morningstar Rating
Inception Date Oct 31, 2003

Fund Operations

Last Dividend 0.05
Last Cap Gain -6.00
Holdings Turnover 66.00%
Average for Category --

Fees & Expenses

Expense MQLCX Category Average
Annual Report Expense Ratio (net) 1.43% 0.68%
Prospectus Net Expense Ratio 1.43% --
Prospectus Gross Expense Ratio 1.49% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 2.59%
Max Deferred Sales Load -- 1.12%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Philipp S. Burgener, Lead Manager since February 01, 2017
Philipp S. Burgener, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He is a member of the firm's limited duration portfolio management team. He also has research analyst responsibilities. Philipp joined MFS in 2000 as an inside wholesaler and transferred to the Fixed Income Department in 2002 as an analytic support associate in the Quantitative Group. In 2003 he joined the Structured Products Group and was promoted to an Investment Grade Research Analyst in 2005. He took on portfolio management responsibilities in 2017. Philipp earned a Bachelor of Arts degree from Colgate University and his Master of Science degree from Boston University. He is also a member of the CFA Institute and Boston Security Analysts Society, Inc.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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