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Nasdaq - Delayed Quote USD

MFS Lifetime 2030 A (MLTAX)

15.18
-0.18
(-1.17%)
As of 8:06:38 AM EDT. Market Open.
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  • Previous Close 15.36
  • YTD Return 1.09%
  • Expense Ratio 0.75%
  • Category Target-Date 2030
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 750.08M
  • Beta (5Y Monthly) 0.88
  • Yield 3.36%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.55
  • Inception Date Sep 29, 2005

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2030. MFS invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS

Fund Family

Target-Date 2030

Fund Category

750.08M

Net Assets

2005-09-29

Inception Date

More about MFS Lifetime 2030 A

Performance Overview: MLTAX

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Trailing returns as of 4/10/2025. Category is Target-Date 2030.

YTD Return

MLTAX
1.09%
Category
7.97%
 

1-Year Return

MLTAX
5.18%
Category
25.53%
 

3-Year Return

MLTAX
3.54%
Category
11.28%
 

5-Year Return

MLTAX
9.22%
Category
10.98%
 

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MLFAX MFS Lifetime 2040 A
18.19
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MLLAX MFS Lifetime Income A
11.80
-0.92%
 
MUEAX MFS Blended Research Core Equity A
31.55
-3.69%
 
MFGSX MFS Government Securities A
8.54
-0.35%
 
MVCAX MFS Mid Cap Value A
27.16
-3.72%
 
MFFSX MFS Lifetime 2050 A
21.67
-2.12%
 
MFWTX MFS Global Total Return A
16.11
-0.74%
 
MLTCX MFS Lifetime 2030 C
14.86
-1.20%
 
MIAAX MFS Inflation-Adjusted Bond A
8.97
-1.21%
 
MTLFX MFS Municipal Limited Maturity A
7.88
+0.90%
 
MTCAX MFS Technology A
51.78
-4.62%
 
MGRAX MFS International Growth A
41.03
+0.59%
 
MLTGX MFS Lifetime 2030 R2
15.05
-1.18%
 
MAAGX MFS Aggressive Growth Allocation Fund
27.82
-2.01%
 
MWEFX MFS Global Equity A
41.01
-1.75%
 
MQLFX MFS Limited Maturity A
5.85
0.00%
 

Holdings: MLTAX

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Sector Weightings

SectorMLTAX
Technology   19.24%
Financial Services   17.51%
Industrials   12.93%
Healthcare   10.44%
Consumer Cyclical   8.45%
Real Estate   8.40%
Communication Services   6.32%
Consumer Defensive   5.32%
Energy   4.11%
Basic Materials   3.89%
Utilities   3.40%
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Recent News: MLTAX

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Research Reports: MLTAX

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