MQLFX Alternatives & Similar Mutual Funds

MFS Limited Maturity Fund (MQLFX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MQLFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to MQLFX

MQLFX charges 0.57% annually. There are 67 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	MQLFX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	MQLFX vs VIITX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	MQLFX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	MQLFX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	MQLFX vs VBISX

Best Risk-Adjusted Alternatives to MQLFX

MQLFX has a PortfoliosLab risk / return rank of 63. There are 89 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	MQLFX vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	MQLFX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	MQLFX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	MQLFX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	MQLFX vs DBLSX

Top Performing MQLFX Alternatives (YTD)

MQLFX is at 0.85% YTD. There are 53 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.27%	—	Apr 2011	MQLFX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	MQLFX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	MQLFX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	MQLFX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.87%	—	Sep 2015	MQLFX vs BATAX

Lowest Volatility Alternatives to MQLFX

MQLFX has 2.22% 1-year volatility. There are 90 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	MQLFX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	MQLFX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	MQLFX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	MQLFX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	MQLFX vs DHEAX

Lowest Drawdown Alternatives to MQLFX

MQLFX has a 1-year max drawdown of -1.35%. There are 68 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	MQLFX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	MQLFX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	MQLFX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	MQLFX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	MQLFX vs HOBEX

Other Mutual Funds from MFS

The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MIEIX	MFS International Equity Fund Class R6	Foreign Large Cap Equities	9	3.25%	—	Jan 1996	MQLFX vs MIEIX
MEIKX	MFS Value Fund	Large Cap Value Equities	23	4.52%	—	May 2006	MQLFX vs MEIKX
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	35	10.27%	—	Sep 2004	MQLFX vs MDIJX
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	23	4.47%	—	Feb 1996	MQLFX vs MEIIX
MIGFX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	9	-0.34%	—	Jan 1935	MQLFX vs MIGFX
MFEKX	MFS Growth R6	Large Cap Growth Equities	14	6.33%	—	Jun 2012	MQLFX vs MFEKX
MFEIX	MFS Growth I	Large Cap Growth Equities	14	6.29%	—	Jul 1997	MQLFX vs MFEIX
MINIX	MFS International Intrinsic Value Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	24	7.26%	—	—	MQLFX vs MINIX
MEIAX	MFS Value Fund	Large Cap Value Equities	22	4.37%	—	Jan 1996	MQLFX vs MEIAX
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	40	8.10%	—	Jul 1924	MQLFX vs MITTX

Often Compared With MQLFX

Investors most often compare MQLFX with IGSB, DLDFX, DFCFX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
IGSB	iShares Short-Term Corporate Bond ETF	Corporate Bonds	75	0.72%	22.04B	Jan 2007	MQLFX vs IGSB
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	94	1.61%	—	Mar 2017	MQLFX vs DLDFX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	66	1.52%	—	Jun 1996	MQLFX vs DFCFX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	MQLFX vs STBFX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	96	0.90%	—	Dec 2020	MQLFX vs TSDLX
CMFIX	CM Advisors Fixed Income Fund	Short-Term Bond	65	0.11%	—	Mar 2006	MQLFX vs CMFIX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	1.86%	—	Nov 2003	MQLFX vs SNSAX

Compare MQLFX with Any Fund or Stock

Compare MQLFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair MQLFX with funds that move differently

MFS Limited Maturity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MQLFX.

Explore MQLFX Diversifiers

MFS Limited Maturity Fund (MQLFX) Alternatives