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MFS Limited Maturity Portfolio

As of February 24, 2026Source: SEC Form N-PORT, CIK 1065698
Latest answer
As of the reporting period ending December 31, 2025, MFS Limited Maturity Portfolio reported 134 structured-finance (asset-backed) positions totaling $77.2M, 22.4% of its $344.5M SEC Form N-PORT portfolio.
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MFS Limited Maturity Portfolio: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending December 31, 2025, MFS Limited Maturity Portfolio reported 134 structured-finance (asset-backed) positions totaling $77.2M, 22.4% of its $344.5M SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 1065698)Reporting period ending December 31, 2025License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does MFS Limited Maturity Portfolio hold?

MFS Limited Maturity Portfolio reported 134 structured-finance (asset-backed) positions totaling $77.2M, 22.4% of its $344.5M portfolio, as of the reporting period ending December 31, 2025 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 55 positions ($21.6M, 6.3%); collateralized bond/debt obligations (ABS-CBDO): 48 positions ($45.6M, 13.2%); other asset-backed securities (ABS-O): 31 positions ($10.0M, 2.9%).

What is MFS Limited Maturity Portfolio's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

MFS Limited Maturity Portfolio's structured-finance (ABS/MBS) exposure is $77.2M across 134 positions, or 22.4% of the $344.5M portfolio, as of the reporting period ending December 31, 2025.

As of when is MFS Limited Maturity Portfolio's structured-finance holdings data reported?

This reflects MFS Limited Maturity Portfolio's most recent SEC Form N-PORT filing, filed February 24, 2026, covering the reporting period ending December 31, 2025. Figures are point-in-time holdings as reported to the SEC.

Where can I get MFS Limited Maturity Portfolio's structured-finance holdings data?

MFS Limited Maturity Portfolio's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 1065698) and republished by DealCharts as structured, machine-readable data through the Facts JSON endpoint linked on this page. The data is free to reuse under a Creative Commons Attribution 4.0 (CC BY 4.0) license. Cite as DealCharts (dealcharts.org).

Does DealCharts track MFS Limited Maturity Portfolio's latest news, products, partnerships, or leadership changes?

No. DealCharts covers MFS Limited Maturity Portfolio's structured-finance holdings and exposure derived from SEC Form N-PORT filings, not corporate news, product launches, partnerships, acquisitions, earnings, or executive changes. For those, consult the fund sponsor's own disclosures or SEC EDGAR full-text filings.

Fund Overview

Fund NameMFS Limited Maturity Portfolio
Fund LEI
549300278SPJGR06E765
CIK1065698
Fund ID
S000018844

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$344,525,722
Total Positions
378
Average Position Size
$911,444

Asset Distribution

Filing Date
February 24, 2026
Report Date
December 31, 2025

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.
Preview the largest reported positions from 378 total holdings, or open the complete machine-readable file.
Open complete JSON →

Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Portfolio Context

This profile reflects MFS Limited Maturity Portfolio's most recent SEC Form N-PORT filing, dated February 24, 2026, covering the reporting period ending December 31, 2025.

MFS Limited Maturity Portfolio reported 378 portfolio positions with a total reported market value of $344.5M as of the reporting period ending December 31, 2025, an average of $911.4K per position.

By reported market value, the portfolio was predominantly fixed-income-oriented (75.4% of holdings).

The largest reported asset categories were debt (75.3%), collateralized bond/debt obligations (ABS-CBDO) (13.2%), and mortgage-backed securities (ABS-MBS) (6.3%).

The single largest asset category, debt, accounted for 75.3% of reported market value across 242 positions.

Auto-generated from this fund's SEC Form N-PORT filing data. Figures are point-in-time as reported.

Entity Statements

Regulatory context

Recent SEC Filing Activity

DealCharts currently indexes the latest NPORT-P holdings filing for this fund and links to official SEC EDGAR results for related shareholder and prospectus filings.
Form
NPORT-P
Filing date
February 24, 2026
Report period
December 31, 2025
SEC CIK
1065698
Official SEC EDGAR links
Latest indexed NPORT-P filingNPORT-P holdingsN-CSR reports497K prospectusFund facts JSON

External Analysis

Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts: holdings, positions, and metadata. No API key required.
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "MFS Limited Maturity Portfolio",
  "fund_lei": "549300278SPJGR06E765",
  "total_holdings": 378,
  "total_value": 344525722.33,
  "asset_types": [],
  "filing_date": "2026-02-24"
}
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