The MFS Lifetime target-date series benefits from a diversified lineup of well-regarded underlying funds. However, uncompetitive fees offset that advantage. Most share classes achieve a Morningstar Analyst Rating of Neutral, while pricier share classes earn a Negative rating.
Will MLTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MLTIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MLTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MLTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.