MLTCX Mutual Fund
MLTCX Mutual Fund
MFS Lifetime 2030 Fund Class C
MLTCX Mutual Fund Overview
MLTCX Mutual Fund (MFS Lifetime 2030 Fund Class C) is managed by MFS Investment Management with $6.1M in net assets. MLTCX expense ratio is 1.48%, holding 27 positions across sectors including Other, Unknown. Inception date: 2005-09-29.
MLTCX performance shows a YTD return of 3.99%. The 1-year return is 8.75% and the 5-year return is 3.93%. MLTCX dividend yield stands at 7.81%, paid annually.
MLTCX top holdings include Mfs Research Bond Fund (14.8%), Mfs Limited Maturity Fund - Class R6 (10.6%), Mfs Inflation Adjusted Bond Fund (10.0%), Cds Ncl Corp Ltd (10.0%), Bnp Paribas Issuance Bv Bnp 0 05/13/26 (7.0%). View all MLTCX holdings, sector breakdown, or dividend history.
MLTCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.