Morningstar

MFS Lifetime Income Fund Class R2 MLLGX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.48  /  0.00
  • Total Assets 755.9M
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.490%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status
  • TTM Yield 2.97%
  • Turnover 5%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MLLGX

Will MLLGX 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 MLLGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MLLGX 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 MLLGX’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

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Portfolio Holdings MLLGX

More MLLGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Total Return Bond R6

20.01 155M
—

MFS Limited Maturity R6

19.98 155M
—

MFS Inflation-Adjusted Bond R6

10.02 78M
—

MFS Government Securities R6

10.01 78M
—

MFS Global Opportunistic Bd R6

7.01 54M
—

MFS Blended Research Mid Cap Eq R6

3.02 23M
—

MFS Blended Research Intl Eq R6

2.77 21M
—

MFS Blended Research Value Equity R6

2.01 16M
—

MFS High Income R6

2.00 16M
—

MFS Value R6

1.99 15M
—

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