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MFS Lifetime 2030 R4 MLTJX

Analyst rating as of
NAV / 1-Day Return
17.45  /  0.93 %
Total Assets
745.6 Mil
Adj. Expense Ratio
0.570%
Expense Ratio
0.570%
Fee Level
Above Average
Longest Manager Tenure
15.44 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.72%
Turnover
18%
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Morningstar’s Analysis

Will MLTJX outperform in future?

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

An engine of strong underlying managers lacks the room to run.

Summary

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The MFS Lifetime target-date series has been dealt a hand of well-regarded underlying funds to invest in, but a risky glide path and uncompetitive fees mute the appeal. Most share classes achieve a Morningstar Analyst Rating of Neutral, while the pricier R1, B, and C share classes are rated Negative.

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