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 R2 MLTGX
- NAV / 1-Day Return 16.21 / +0.25 %
- Total Assets 665.8M
-
Adj. Expense Ratio
0.980%
- Expense Ratio 0.490%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status
- TTM Yield 3.12%
- Turnover 9%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis MLTGX
Will MLTGX 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 MLTGX 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 MLTGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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