MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, but a risky glide path and modest supporting resources mute its appeal. Most share classes receive a Morningstar Analyst Rating of Neutral, while the pricier R1, B, and C share classes are rated Negative.
NAV / 1-Day Return
15.29 / 0.13 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Fund Analysis MLTBX
Will MLTBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.