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.
MFS Lifetime 2030 A MLTAX
- NAV / 1-Day Return 16.13 / +0.50 %
- Total Assets 811.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.760%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.44%
- Turnover 18%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis MLTAX
Will MLTAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 63.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Total Return Bond R6 | 12.19 | 97.0 Mil | — |
MFS Government Securities R6 | 9.16 | 72.9 Mil | — |
MFS Inflation-Adjusted Bond R6 | 8.84 | 70.3 Mil | — |
MFS Limited Maturity R6 | 6.65 | 52.9 Mil | — |
MFS Global Opportunistic Bd R6 | 6.28 | 50.0 Mil | — |
MFS Blended Research Mid Cap Eq R6 | 5.07 | 40.3 Mil | — |
MFS Blended Research Intl Eq R6 | 4.66 | 37.1 Mil | — |
MFS High Income R6 | 3.95 | 31.4 Mil | — |
MFS Blended Research Value Equity R6 | 3.36 | 26.7 Mil | — |
MFS Value R6 | 3.35 | 26.7 Mil | — |