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MFS Lifetime 2030 R2 MLTGX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 15.54  /  −0.38 %
  • Total Assets 788.3 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.07%
  • Turnover 18%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0

Morningstar’s Analysis MLTGX

Will MLTGX outperform in future?

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

A beneficiary of the firm's breadth and depth of resources.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

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.

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Portfolio Holdings MLTGX

  • 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