Nasdaq - Delayed Quote USD

MFS Lifetime 2030 C (MLTCX)

15.26
-0.23
(-1.48%)
As of 8:06:39 AM EDT. Market Open.
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  • Previous Close 15.49
  • YTD Return 2.42%
  • Expense Ratio 1.50%
  • Category Target-Date 2030
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 765.77M
  • Beta (5Y Monthly) 0.88
  • Yield 2.59%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.42
  • 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

765.77M

Net Assets

2005-09-29

Inception Date

Performance Overview: MLTCX

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Trailing returns as of 4/3/2025. Category is Target-Date 2030.

YTD Return

MLTCX
2.42%
Category
7.97%
 

1-Year Return

MLTCX
8.27%
Category
25.53%
 

3-Year Return

MLTCX
3.35%
Category
11.28%
 

5-Year Return

MLTCX
6.25%
Category
10.98%
 

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Holdings: MLTCX

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Sector Weightings

SectorMLTCX
Technology   19.24%
Industrials   12.93%
Healthcare   10.44%
Real Estate   8.40%
Energy   4.11%
Utilities   3.40%

Recent News: MLTCX

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Research Reports: MLTCX

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