MLLBX Mutual Fund
MLLBX Mutual Fund
MFS Lifetime Income Fund Class B
MLLBX Mutual Fund Overview
MLLBX Mutual Fund (MFS Lifetime Income Fund Class B) is managed by MFS Investment Management with $200,078.9 in net assets. MLLBX expense ratio is 1.44%, holding 27 positions across sectors including Unknown, Other. Inception date: 2005-09-29.
MLLBX performance shows a YTD return of 0.08%. The 1-year return is 7.11% and the 5-year return is 2.55%. MLLBX dividend yield stands at 4.61%, paid monthly.
MLLBX top holdings include Mfs Limited Maturity Fund - Class R6 (20.1%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.1%), B&G Foods Inc Frn 10-10-29 (10.0%), Main Street Capital Corp 6.95%03/01/2029 (7.0%). View all MLLBX holdings, sector breakdown, or dividend history.
MLLBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLLBX alternatives are available via the screener, along with tax-loss harvesting opportunities.