MFS Lifetime Income FundMLLCX
Type
Mutual fund
Peer group
Allocation
Net assets
$502.7M
Expense ratio
1.44%
1-year return
+9.1%
3 years, a year
+6.8%
5 years, a year
+2.7%
Holdings
27
What it aims to do.
The funds investment objective is to seek total return through a combination of current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Ltd Maturity Fund | 19.82% |
| MFS Research Bond Fund | 19.78% |
| MFS Inflation Adjusted Bond Fund | 9.98% |
| MFS Government Securities Fund | 9.88% |
| MFS Global Opportunistic Bond Fund | 6.95% |
| MFS Blended Research Mid Cap Equity Fund | 3.08% |
| MFS Blended Research International Equity Fund | 2.80% |
| MFS Blended Research Value Equity Fund | 2.06% |
| MFS Global Real Estate Fund | 2.05% |
| MFS Commodity Strategy Fund | 2.04% |
More on MLLCX.
- MLLCX overview
- MLLCX holdings
- MLLCX risk
- MLLCX costs
- MLLCX money in and out
- MLLCX share classes
- Compare MLLCX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.