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.
MFS Lifetime 2030 Fund Class B MLTBX
- NAV / 1-Day Return 16.43 / −0.54 %
- Total Assets 670.3M
-
Adj. Expense Ratio
1.480%
- Expense Ratio 0.990%
- Distribution Fee Level Low
- Share Class Type Deferred Load
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Closed
- TTM Yield 2.30%
- Turnover 9%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MLTBX
Will MLTBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 70.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Total Return Bond R6 | 15.22 | 105M | — |
MFS Limited Maturity R6 | 10.82 | 74M | — |
MFS Inflation-Adjusted Bond R6 | 9.91 | 68M | — |
MFS Government Securities R6 | 9.81 | 68M | — |
MFS Global Opportunistic Bd R6 | 6.89 | 47M | — |
MFS Blended Research Intl Eq R6 | 4.16 | 29M | — |
MFS Blended Research Mid Cap Eq R6 | 4.00 | 28M | — |
MFS High Income R6 | 3.75 | 26M | — |
MFS Blended Research Value Equity R6 | 2.97 | 20M | — |
MFS Value R6 | 2.93 | 20M | — |
United States