MLTEX Mutual Fund (MFS Lifetime 2030 Fund Class R1) is managed by MFS Investment Management with $3.3M in net assets. MLTEX expense ratio is 1.48%, holding 27 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLTEX performance shows a YTD return of 3.37%. The 1-year return is 8.71% and the 5-year return is 3.91%. MLTEX dividend yield stands at 7.85%, paid annually.

MLTEX top holdings include Mfs Research Bond Fund (14.8%), Mfs Limited Maturity Fund - Class R6 (10.6%), Mfs Inflation Adjusted Bond Fund (10.0%), Genmab A/S 6.73302 2032-12-13 (10.0%), Prologis Lp 2.25 04/15/2030 (7.0%). View all MLTEX holdings, sector breakdown, or dividend history.

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