Back to top
Mfs Municipal Limited Maturity Fund Class B: (MF: MTLBX)
(NASDAQ Mutual Funds) As of Sep 2, 2025 08:00 PM ET
$8.01 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.87 | 19 |
| 3 months | 1.48 | 14 |
| 6 months | 1.28 | 21 |
| 1 Year | 2.82 | 20 |
| 3 Year | 1.89 | 45 |
| 5 Year | 0.47 | 55 |
| 10 Year | 1.10 | 88 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 8.14 |
| Bear Market (10/07 - 2/09) | 2.57 |
| Bull Market (2/09 - 3/21) | 29.76 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | -0.93 |
| 5 Year | 0.21 |
| 10 Year | 1.10 |
| Since Inception | 2.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.70 | 0.83 | NA | NA |
| 2024 | 0.25 | 0.25 | 2.33 | -0.69 |
| 2023 | 1.36 | -0.39 | -1.24 | 3.88 |
| 2022 | -4.43 | -1.21 | -2.35 | 1.98 |
| 2021 | -0.30 | 0.63 | -0.39 | -0.01 |
| 2020 | -1.77 | 1.91 | 1.10 | 1.05 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.87 | 2.13 | 3.58 | -5.99 | -0.07 | 2.28 | 4.65 | 0.52 | 2.34 | -0.69 | 0.99 |
| % Total Return Rel to Index | 2.42 | 1.20 | -2.81 | 2.53 | -1.59 | -2.91 | -2.91 | -0.76 | -3.10 | -0.94 | -2.30 |
| % Total Return Rel to Peer | 2.57 | -0.72 | -2.04 | 3.04 | -2.34 | -1.59 | -1.90 | -0.41 | -2.12 | -0.59 | -0.81 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 5.00 | 5.00 | 4.00 | 4.00 | 5.00 | 4.00 | 5.00 |
| % Dividends | 0.10 | 0.16 | 0.12 | 0.05 | 0.04 | 0.07 | 0.11 | 0.11 | 0.09 | 0.09 | 0.07 |
| % Yield | 1.29 | 2.02 | 2.17 | 0.73 | 0.50 | 0.88 | 1.29 | 1.32 | 1.15 | 1.13 | 0.83 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.33 | 1.34 | 1.35 | 1.36 | 1.40 | 1.42 | 1.42 | 1.44 | 1.44 | 1.45 | 1.45 |
* 1 = Top 20%, 5 = Bottom 20%