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MFS Municipal Limited Maturity C (MTLCX)

8.01
+0.01
+(0.12%)
At close: April 4 at 8:01:41 PM EDT
Loading Chart for MTLCX
  • Previous Close 8.00
  • YTD Return 0.56%
  • Expense Ratio 1.44%
  • Category Muni National Short
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 2.69B
  • Beta (5Y Monthly) 0.50
  • Yield 2.09%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.04
  • Inception Date Jul 1, 1994

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.

MFS

Fund Family

Muni National Short

Fund Category

2.69B

Net Assets

1994-07-01

Inception Date

Performance Overview: MTLCX

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Trailing returns as of 4/3/2025. Category is Muni National Short.

YTD Return

MTLCX
0.56%
Category
0.39%
 

1-Year Return

MTLCX
2.50%
Category
1.72%
 

3-Year Return

MTLCX
1.43%
Category
2.21%
 

5-Year Return

MTLCX
0.73%
Category
1.47%
 

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