The MFS Lifetime target-date series benefits from the firm’s well-regarded active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.
MFS Lifetime 2030 R3 MLTHX
- NAV / 1-Day Return 16.91 / −0.47 %
- Total Assets 774.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.750%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.25%
- Turnover 18%
USD | NAV as of Oct 08, 2024 | 1-Day Return as of Oct 08, 2024, 10:17 PM GMT+0
Morningstar’s Analysis MLTHX
Will MLTHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 64.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Total Return Bond R6 | 12.73 | 99.1 Mil | — |
MFS Government Securities R6 | 9.13 | 71.1 Mil | — |
MFS Inflation-Adjusted Bond R6 | 9.08 | 70.7 Mil | — |
MFS Limited Maturity R6 | 7.60 | 59.2 Mil | — |
MFS Global Opportunistic Bd R6 | 6.43 | 50.1 Mil | — |
MFS Blended Research Mid Cap Eq R6 | 4.80 | 37.3 Mil | — |
MFS Blended Research Intl Eq R6 | 4.56 | 35.5 Mil | — |
MFS High Income R6 | 3.95 | 30.8 Mil | — |
MFS Value R6 | 3.31 | 25.7 Mil | — |
MFS Blended Research Value Equity R6 | 3.29 | 25.6 Mil | — |