The MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, and management has consistently carried out a long-term strategy that is competitive with industry peers. With an upgrade to the Process rating, the three cheapest share classes earn a Morningstar Analyst Rating of Bronze, while six more expensive share classes receive Neutral ratings.
- NAV / 1-Day Return 11.91 / 0.43 %
- Total Assets 629.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.700%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.91%
- Turnover 16%
Morningstar’s Analysis MLLHX
Will MLLHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 27
- % Assets in Top 10 Holdings 78.0