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Mfs Limited Maturity Fund Class R6 (MQLKX)

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5.83 -0.01    -0.17%
08/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.33B
Type:  Fund
Market:  United States
Issuer:  MFS
Asset Class:  Bond
MFS Limited Maturity R6 5.83 -0.01 -0.17%

MQLKX Overview

 
On this page you'll find an in-depth profile of Mfs Limited Maturity Fund Class R6. Learn about the key management, total assets, investment strategy and contact information of MQLKX among other information.
Category

Short-Term Bond

Total Assets

1.33B

Expenses

0.35%

Inception Date

41156

Investment Strategy

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 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.

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States
Phone +1 8779606077

Top Executives

Name Title Since Until
Alexander M. Mackey Investment Officer 2017 Now
Biography Alexander M. Mackey, CFA, is an investment officer and fixed income portfolio manager with MFS Investment Management(r) (MFS(r)). He has portfolio management responsibilities on the firm's limited duration and multi-sector fixed income strategies. He also has research analyst responsibilities. Alexander joined MFS in 1998 as a financial control assistant and was promoted to section manager in 2000. He joined the Fixed Income Department as a research associate in 2001 was promoted to fixed income research analyst in 2004. He took on portfolio management responsibilities in 2017. Alexander has a bachelor's degree from Trinity College and holds the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society of Boston.
Philipp S. Burgener Portfolio Manager 2017 Now
Biography 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.
James J. Calmas Portfolio Manager 1998 2017
Biography James J. Calmas is an Investment Officer of MFS Investment Management® (MFS®) and Portfolio Manager of the firm's strategic income, intermediate bond and limited maturity portfolios. He is a member of the MFS Fixed Income Strategy Group. Jim joined MFS in 1988 and was named portfolio manager in 1990. He is a graduate of Dartmouth College and holds an MBA degree from the Amos Tuck School of Business Administration of Dartmouth College.
Geoffrey L. Kurinsky Senior Vice President 1992 1998
Biography Kurinsky is senior vice president and a member of the advisory board of MFS Investment Management. He joined the firm's fixed-income department in 1987 and was named portfolio manager in 1989, vice president in 1989 and senior vice president in 1993.
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