MLLJX Mutual Fund
MLLJX Mutual Fund
MFS Lifetime Income Fund Class R4
MLLJX Mutual Fund Overview
MLLJX Mutual Fund (MFS Lifetime Income Fund Class R4) is managed by MFS Investment Management with $24.1M in net assets. MLLJX expense ratio is 0.44%, holding 27 positions across sectors including Unknown, Other. Inception date: 2005-09-29.
MLLJX performance shows a YTD return of 0.08%. The 1-year return is 8.09% and the 5-year return is 3.56%. MLLJX dividend yield stands at 5.53%, paid monthly.
MLLJX 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%), Bought GBP Sold USD 20260402 (7.0%). View all MLLJX holdings, sector breakdown, or dividend history.
MLLJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLLJX alternatives are available via the screener, along with tax-loss harvesting opportunities.