MLLHX Mutual Fund
MLLHX Mutual Fund
MFS Lifetime Income Fund Class R3
MLLHX Mutual Fund Overview
MLLHX Mutual Fund (MFS Lifetime Income Fund Class R3) is managed by MFS Investment Management with $124.4M in net assets. MLLHX expense ratio is 0.69%, holding 27 positions across sectors including Unknown, Other. Inception date: 2005-09-29.
MLLHX performance shows a YTD return of 0.08%. The 1-year return is 7.91% and the 5-year return is 3.32%. MLLHX dividend yield stands at 5.30%, paid monthly.
MLLHX top holdings include Mfs Limited Maturity Fund - Class R6 (20.1%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.1%), Mfs Government Securities Fund (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). View all MLLHX holdings, sector breakdown, or dividend history.
MLLHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLLHX alternatives are available via the screener, along with tax-loss harvesting opportunities.