Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

MFS Lifetime Income R2 (MLLGX)

11.80
-0.12
(-1.01%)
As of 8:06:38 AM EDT. Market Open.
Loading Chart for MLLGX
  • Previous Close 11.92
  • YTD Return 1.43%
  • Expense Ratio 0.95%
  • Category Target-Date Retirement
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 567.15M
  • Beta (5Y Monthly) 0.66
  • Yield 3.29%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.08
  • Inception Date Sep 29, 2005

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.

MFS

Fund Family

Target-Date Retirement

Fund Category

567.15M

Net Assets

2005-09-29

Inception Date

Performance Overview: MLLGX

View More

Trailing returns as of 4/10/2025. Category is Target-Date Retirement.

YTD Return

MLLGX
1.43%
Category
3.58%
 

1-Year Return

MLLGX
4.89%
Category
12.52%
 

3-Year Return

MLLGX
2.50%
Category
7.60%
 

5-Year Return

MLLGX
5.25%
Category
6.39%
 

People Also Watch

Holdings: MLLGX

View More

Sector Weightings

SectorMLLGX
Technology   18.21%
Industrials   12.82%
Real Estate   10.94%
Healthcare   10.35%
Energy   4.11%
Utilities   3.39%

Recent News: MLLGX

View More

Research Reports: MLLGX

View More

Top Mutual Funds