MLLAX : MFS Lifetime Income Fund Class A

MLLAX is a Allocation Market Target-Date with MODERATE fees.

MLLAX

MFS Lifetime Income Fund Class A

FI Score

65 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

65% FI Score
  • mllax
  • Mutual Fund
  • Allocation
  • Target-Date

MFS Lifetime Income Fund Class A

Expenses: 0.23% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why ยป

Fund Summary

The investment seeks total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes by investing the majority of its assets in other mutual funds advised by MFS. Within the stock fund allocations, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style. Within the bond fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure.

Largest Holdings

Amount Holding
19.88% MFS Total Return Bond R6
19.46% MFS Limited Maturity R6
9.58% MFS Inflation-Adjusted Bond R6
9.54% MFS Government Securities R6
4.94% MFS Global Bond R6
3.23% MFS Blended Research Mid Cap Eq R6
3.03% MFS High Income R6
2.55% MFS Blended Research Intl Eq R6
2.16% MFS Blended Research Growth Eq R6
2.13% MFS Blended Research Core Equity R6
2.12% MFS Growth R6
2.12% MFS Research R6
2.11% MFS Blended Research Value Equity R6
2.10% MFS Value R6
2.09% MFS Global Real Estate R6
1.99% MFS Emerging Markets Debt R6
1.89% MFS Commodity Strategy R6
1.61% MFS Mid Cap Value R6
1.60% MFS Mid Cap Growth R6
1.53% MFS Research International R6
1.09% MFS Blended Research Small Cap Eq R6
1.00% MFS Emerging Markets Debt Lcl Ccy R6
0.55% MFS New Discovery R6
0.55% MFS New Discovery Value R6
0.52% MFS International Growth R6

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