Morningstar

MFS Lifetime Income Fund Class B MLLBX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $12.27  /  +0.08 %
  • Fund Size $703.7M
  • Adjusted Expense Ratio 1.440%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Low
  • Share Class Type Deferred Load
  • Morningstar Category Target-Date Retirement
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Closed
  • TTM Yield 2.51%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis MLLBX

Will MLLBX outperform in the future?

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

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the MLLBX 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 MLLBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Effectively leans into active management.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

The MFS Lifetime target-date series benefits from the firm's well-regarded fund lineup, and management has faithfully carried out its well-researched allocation framework.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MLLBX

More MLLBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Limited Maturity R6

20.06 149M
—

MFS Total Return Bond R6

20.05 148M
—

MFS Inflation-Adjusted Bond R6

10.03 74M
—

MFS Government Securities R6

10.02 74M
—

MFS Global Opportunistic Bd R6

7.01 52M
—

MFS Blended Research Mid Cap Eq R6

2.97 22M
—

MFS Blended Research Intl Eq R6

2.77 21M
—

MFS Global Real Estate R6

2.29 17M
—

MFS Commodity Strategy R6

2.25 17M
—

MFS Blended Research Value Equity R6

2.01 15M
—

Sponsor Center