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MFS Lifetime 2030 R3 MLTHX

Analyst rating as of
NAV / 1-Day Return
15.51  /  0.13 %
Total Assets
734.1 Mil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Low
Longest Manager Tenure
17.16 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
4.66%
Turnover

Morningstar’s Fund Analysis MLTHX

Will MLTHX outperform in future?

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

A beneficiary of the broader firm’s strength.

Summary

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MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, but a risky glide path and modest supporting resources mute its appeal. Most share classes receive a Morningstar Analyst Rating of Neutral, while the pricier R1, B, and C share classes are rated Negative.

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