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 72 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | MQLFX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | MQLFX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | MQLFX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | MQLFX vs VBIRX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | MQLFX vs VSCSX |
Best Risk-Adjusted Alternatives to MQLFX
MQLFX has a PortfoliosLab risk / return rank of 77. There are 80 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | MQLFX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | MQLFX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | MQLFX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | MQLFX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | MQLFX vs DLDFX |
Top Performing MQLFX Alternatives (YTD)
MQLFX is at 0.85% YTD. There are 58 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | MQLFX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | MQLFX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | MQLFX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | MQLFX vs DFAIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | 2.33% | — | Nov 2003 | MQLFX vs SNSAX |
Lowest Volatility Alternatives to MQLFX
MQLFX has 2.20% 1-year volatility. There are 94 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.72% | — | Jun 1996 | MQLFX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | MQLFX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | MQLFX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | MQLFX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | MQLFX vs DHEAX |
Lowest Drawdown Alternatives to MQLFX
MQLFX has a 1-year max drawdown of -1.35%. There are 70 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | MQLFX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | MQLFX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | MQLFX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | MQLFX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | MQLFX vs DHEIX |
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 | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 40 | 8.67% | — | Jan 1996 | MQLFX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 70 | 10.58% | — | May 2006 | MQLFX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 61 | 11.35% | — | Sep 2004 | MQLFX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 69 | 10.50% | — | Feb 1996 | MQLFX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -1.78% | — | Jan 1935 | MQLFX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 7 | 0.75% | — | Jun 2012 | MQLFX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 7 | 0.70% | — | Jul 1997 | MQLFX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 51 | 9.12% | — | — | MQLFX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 67 | 10.34% | — | Jan 1996 | MQLFX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 39 | 8.24% | — | Jul 1924 | MQLFX vs MITTX |
Often Compared With MQLFX
Investors most often compare MQLFX with IGSB, SWSBX, VBISX. These 11 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 1-5 Year Investment Grade Corporate Bond E... | Corporate Bonds, Investment Grade Bonds | 82 | 0.91% | 23.24B | Jan 2007 | MQLFX vs IGSB | |
| Schwab Short-Term Bond Index Fund | Short-Term Bond, Government Bonds | 57 | 0.16% | — | Feb 2017 | MQLFX vs SWSBX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 53 | 0.10% | — | Mar 1994 | MQLFX vs VBISX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | MQLFX vs STBFX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.45% | — | Sep 2011 | MQLFX vs DBLSX | |
| Holbrook Income Fund | Short-Term Bond | 98 | 1.98% | — | Jul 2016 | MQLFX vs HOBEX | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 85 | 0.63% | — | Aug 2015 | MQLFX vs TNSHX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 94 | 1.35% | — | Dec 2020 | MQLFX vs TSDLX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 66 | 1.80% | — | Mar 2006 | MQLFX vs CMFIX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | MQLFX vs BATAX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.32% | — | Sep 2011 | MQLFX vs DLSNX |
Compare MQLFX with Any Fund or Stock
Compare MQLFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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