MLTGX Mutual Fund (MFS Lifetime 2030 Fund Class R2) is managed by MFS Investment Management with $30.7M in net assets. MLTGX expense ratio is 0.98%, holding 27 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLTGX performance shows a YTD return of 4.27%. The 1-year return is 9.31% and the 5-year return is 4.44%. MLTGX dividend yield stands at 8.27%, paid annually.

MLTGX top holdings include Mfs Research Bond Fund (14.8%), Mfs Limited Maturity Fund - Class R6 (10.6%), Mfs Inflation Adjusted Bond Fund (10.0%), Sold KRW Bought USD 20260413 (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). View all MLTGX holdings, sector breakdown, or dividend history.

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