MLTBX Mutual Fund (MFS Lifetime 2030 Fund Class B) is managed by MFS Investment Management with $474,510.12 in net assets. MLTBX expense ratio is 1.48%, holding 27 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLTBX performance shows a YTD return of 3.97%. The 1-year return is 8.75% and the 5-year return is 3.92%. MLTBX dividend yield stands at 7.39%, paid annually.

MLTBX top holdings include Mfs Research Bond Fund (14.8%), Mfs Limited Maturity Fund - Class R6 (10.6%), Mfs Inflation Adjusted Bond Fund (10.0%), STANDARD & POOR'S MIDCAP 400 INDEX (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). View all MLTBX holdings, sector breakdown, or dividend history.

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