MFS Lifetime 2030 FundMLTBX
Type
Mutual fund
Peer group
Target-date
Net assets
$688.3M
Expense ratio
1.48%
1-year return
+11.7%
3 years, a year
+8.8%
5 years, a year
+4.0%
Holdings
27
What it aims to do.
The funds investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Research Bond Fund | 15.21% |
| MFS Ltd Maturity Fund | 10.81% |
| MFS Inflation Adjusted Bond Fund | 9.90% |
| MFS Government Securities Fund | 9.81% |
| MFS Global Opportunistic Bond Fund | 6.89% |
| MFS Blended Research International Equity Fund | 4.16% |
| MFS Blended Research Mid Cap Equity Fund | 4.00% |
| MFS High Income Fund | 3.75% |
| MFS Blended Research Value Equity Fund | 2.97% |
| MFS Value Fund | 2.93% |
More on MLTBX.
- MLTBX overview
- MLTBX holdings
- MLTBX risk
- MLTBX costs
- MLTBX money in and out
- MLTBX share classes
- Compare MLTBX 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.