MQLIX – Fund Analysis – MFS Limited Maturity I | Morningstar

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Will MQLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MQLIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the MQLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of MQLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund stays true to character.

Senior Analyst Elbie Louw

Elbie Louw

Senior Analyst

Summary

This strategy, which includes the US-sold MFS Limited Maturity as well as Luxembourg-domiciled MFS Meridian Limited Maturity, boasts a capable management team backed by a strong contingent of credit analysts.

by Elbie Louw

Rated on Aug 1, 2024 Published on Aug 1, 2024

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