MLTIX Mutual Fund
MLTIX Mutual Fund
MLTIX Mutual Fund
MFS Lifetime 2030 Fund Class I
MLTIX Mutual Fund Overview
MLTIX Mutual Fund (MFS Lifetime 2030 Fund Class I) is managed by MFS Investment Management with $8.4M in net assets. MLTIX expense ratio is 0.46%, holding 31 positions across various sectors. Inception date: 2005-09-29.
MLTIX performance shows a YTD return of 3.20%. The 1-year return is 4.74% and the 5-year return is 4.50%. MLTIX dividend yield stands at 3.79%.
MLTIX top holdings include Mfs Research Bond Fund (15.8%), Mfs Limited Maturity Fund - Class R6 (11.6%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). Go to all MLTIX holdings, MLTIX sectors, or MLTIX dividends.
MLTIX can be compared against other funds. Use MLTIX overlap to find shared positions, or MLTIX vs another fund for a side-by-side view. MLTIX alternatives are available via the screener, along with tax-loss harvesting opportunities.