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Nasdaq - Delayed Quote USD

MFS Lifetime 2030 R1 (MLTEX)

15.07
-0.18
(-1.18%)
As of 8:06:38 AM EDT. Market Open.
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  • Previous Close 15.25
  • YTD Return 0.90%
  • Expense Ratio 1.50%
  • 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 2.65%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.43
  • 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 R1

Performance Overview: MLTEX

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

YTD Return

MLTEX
0.90%
Category
7.97%
 

1-Year Return

MLTEX
4.39%
Category
25.53%
 

3-Year Return

MLTEX
2.77%
Category
11.28%
 

5-Year Return

MLTEX
8.40%
Category
10.98%
 

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MLFEX MFS Lifetime 2040 R1
18.00
-1.96%
 
MLTCX MFS Lifetime 2030 C
14.86
-1.20%
 
MAAFX MFS Aggressive Growth Allocation Fund
26.39
-2.04%
 
MLTGX MFS Lifetime 2030 R2
15.05
-1.18%
 
MLTAX MFS Lifetime 2030 A
15.18
-1.17%
 
MLTBX MFS Lifetime 2030 B
15.12
-1.18%
 
MACKX MFS Conservative Allocation Fund
15.16
-1.11%
 
MAMFX MFS Moderate Allocation Fund
17.44
-1.58%
 
MLLGX MFS Lifetime Income R2
11.80
-1.01%
 
MIRGX MFS Massachusetts Inv Gr Stk R2
35.86
-3.19%
 
MLFCX MFS Lifetime 2040 C
17.77
-1.99%
 
MMIGX MFS Municipal Income B1
7.96
+2.45%
 
MLLCX MFS Lifetime Income C
11.80
-0.92%
 
MLFAX MFS Lifetime 2040 A
18.19
-1.94%
 
MQLBX MFS Limited Maturity B
5.84
0.00%
 
MIRTX MFS Massachusetts Investors Tr R2
30.02
-2.97%
 

Holdings: MLTEX

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Sector Weightings

SectorMLTEX
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: MLTEX

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Research Reports: MLTEX

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