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MFS Lifetime 2030 R4 MLTJX

Analyst rating as of
NAV / 1-Day Return
15.40  /  0.72 %
Total Assets
691.1 Mil
Adj. Expense Ratio
0.530%
Expense Ratio
0.530%
Fee Level
Above Average
Longest Manager Tenure
16.76 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
4.78%
Turnover

Morningstar’s Analysis

Will MLTJX outperform in future?

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

A beneficiary of the broader firm’s strength.

Associate Analyst

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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