MLTAX Mutual Fund (MFS Lifetime 2030 Fund Class A) is managed by MFS Investment Management with $94.7M in net assets. MLTAX expense ratio is 0.73%, holding 27 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLTAX performance shows a YTD return of 4.42%. The 1-year return is 9.53% and the 5-year return is 4.69%. MLTAX dividend yield stands at 8.48%, paid annually.

MLTAX top holdings include Mfs Research Bond Fund (14.8%), Mfs Limited Maturity Fund - Class R6 (10.6%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). View all MLTAX holdings, sector breakdown, or dividend history.

MLTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.