Morningstar

MFS Lifetime 2030 Fund Class B MLTBX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $16.40  /  +0.06 %
  • Fund Size $601.0M
  • Adjusted Expense Ratio 1.460%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Low
  • Share Class Type Deferred Load
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Closed
  • TTM Yield 2.33%
  • Turnover Ratio 5%
NAV and 1-Day Return as of

Morningstar’s Analysis MLTBX

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

  • People Pillar

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

Effectively leans into active management.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

The MFS Lifetime target-date series benefits from the firm's well-regarded fund lineup, and management has faithfully carried out its well-researched allocation framework.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings MLTBX

More MLTBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Total Return Bond R6

15.96 96M
—

MFS Limited Maturity R6

11.99 72M
—

MFS Inflation-Adjusted Bond R6

10.01 60M
—

MFS Government Securities R6

9.99 60M
—

MFS Global Opportunistic Bd R6

6.99 42M
—

MFS Blended Research Intl Eq R6

3.95 24M
—

MFS Blended Research Mid Cap Eq R6

3.80 23M
—

MFS High Income R6

3.59 22M
—

MFS Blended Research Value Equity R6

2.79 17M
—

MFS Value R6

2.78 17M
—

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