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MFS Lifetime Income R4 MLLJX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.01  /  +0.09 %
  • Total Assets 625.4 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.76%
  • Turnover 16%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MLLJX

Will MLLJX outperform in future?

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

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 active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.

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Portfolio Holdings MLLJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 76.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Limited Maturity R6

19.92 126.9 Mil

MFS Total Return Bond R6

19.23 122.5 Mil

MFS Inflation-Adjusted Bond R6

9.90 63.1 Mil

MFS Government Securities R6

9.25 58.9 Mil

MFS Global Opportunistic Bd R6

6.98 44.5 Mil

Currency Cash CASH_USD

3.20 20.4 Mil
Cash and Equivalents

MFS Blended Research Mid Cap Eq R6

3.01 19.2 Mil

MFS Blended Research Intl Eq R6

2.50 15.9 Mil

MFS Blended Research Value Equity R6

2.00 12.8 Mil

MFS Value R6

2.00 12.8 Mil