MLTBX : MFS Lifetime 2030 Fund Class B

MLTBX is a Allocation Market Target-Date with HIGH fees.

MLTBX

MFS Lifetime 2030 Fund Class B

FI Score

32 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

32% FI Score
  • mltbx
  • Mutual Fund
  • Allocation
  • Target-Date

MFS Lifetime 2030 Fund Class B

Expenses: 0.99% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2030; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2030. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

Largest Holdings

Amount Holding
8.47% MFS Government Securities R6
7.57% MFS Blended Research Mid Cap Eq R6
7.24% MFS Total Return Bond R6
6.41% MFS Inflation-Adjusted Bond R6
6.19% MFS Blended Research Intl Eq R6
4.90% MFS High Income R6
4.52% MFS Global Bond R6
4.35% MFS Blended Research Growth Eq R6
4.28% MFS Growth R6
4.27% MFS Blended Research Value Equity R6
4.25% MFS Value R6
4.14% MFS Blended Research Core Equity R6
4.13% MFS Research R6
3.78% MFS Mid Cap Value R6
3.73% MFS Mid Cap Growth R6
3.15% MFS Global Real Estate R6
3.02% MFS Research International R6
2.90% MFS Emerging Markets Debt R6
2.88% MFS Commodity Strategy R6
1.94% MFS Emerging Markets Debt Lcl Ccy R6
1.65% MFS Blended Research Small Cap Eq R6
1.60% MFS International Growth R6
1.59% MFS International Intrinsic Value R6
1.13% MFS International New Discovery R6
0.84% MFS New Discovery R6

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