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MFS Lifetime Income R4 MLLJX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See MFS Investment Hub

Morningstar’s Analysis MLLJX

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

People Pillar

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

A beneficiary of the firm's breadth and depth of resources.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

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.

by Hyunmin Kim
Rated on Published on

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