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MFS Lifetime 2030 R3 MLTHX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 15.69  /  +0.71 %
  • Total Assets 787.3 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.47%
  • Turnover 18%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:37 PM GMT+0

Morningstar’s Analysis MLTHX

Will MLTHX 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 MLTHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 64.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Total Return Bond R6

12.60 98.5 Mil

MFS Government Securities R6

9.37 73.2 Mil

MFS Inflation-Adjusted Bond R6

8.96 70.1 Mil

MFS Limited Maturity R6

6.69 52.3 Mil

MFS Global Opportunistic Bd R6

6.37 49.8 Mil

MFS Blended Research Mid Cap Eq R6

4.94 38.6 Mil

MFS Blended Research Intl Eq R6

4.65 36.3 Mil

MFS High Income R6

4.01 31.3 Mil

MFS Value R6

3.32 25.9 Mil

MFS Blended Research Value Equity R6

3.31 25.8 Mil