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MTLFX
Mutual Fund ticker: NASDAQ
AS OF
May 23 closing price
Price
$7.92
Change
+$0.01 (+0.13%)
Net Assets
2.67B

MTLFX MFS Municipal Limited Maturity A Forecast, Technical & Fundamental Analysis

The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital preservation... Show more

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A.I.Advisor
published Highlights

Industry description

The investment seeks total return with an emphasis on income exempt from federal income tax, but also considering capital preservation. The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from the fund's investments may be subject to the federal alternative minimum tax. Its investment adviser normally invests the fund's assets primarily in municipal instruments. The fund's dollar-weighted average effective maturity will normally not exceed five years.
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A.I. Advisor
published General Information

General Information

Category MuniNationalShort

Profile
Fundamentals
Details
Category
Muni National Short
Address
MFS Series Trust IX111 Huntington Avenue, 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MTLFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MTLFX has been closely correlated with FLTEX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTLFX jumps, then FLTEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MTLFX
1D Price
Change %
MTLFX100%
+0.13%
FLTEX - MTLFX
90%
Closely correlated
+0.20%
MTLBX - MTLFX
90%
Closely correlated
+0.13%
MTLIX - MTLFX
88%
Closely correlated
+0.13%
AITFX - MTLFX
88%
Closely correlated
+0.09%
VMLTX - MTLFX
87%
Closely correlated
+0.09%
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