Skip to Content

MFS Lifetime 2030 C MLTCX

Analyst rating as of
NAV / 1-Day Return
18.52  /  0.22 %
Total Assets
784.5 Mil
Adj. Expense Ratio
1.530%
Expense Ratio
1.530%
Fee Level
Above Average
Longest Manager Tenure
16.05 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.67%
Turnover
27%
Premium

Morningstar’s Analysis

Will MLTCX outperform in future?

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

An engine of strong underlying managers lacks the room to run.

Senior Analyst

Summary

| |

The MFS Lifetime target-date series has been dealt a hand of well-regarded underlying funds to invest in, but a risky glide path and uncompetitive fees mute the appeal. Most share classes achieve a Morningstar Analyst Rating of Neutral, while the pricier R1, B, and C share classes are rated Negative.

Unlock our full analysis with Morningstar Premium