MLTIX Mutual Fund (MFS Lifetime 2030 Fund Class I) is managed by MFS Investment Management with $8.6M in net assets. MLTIX expense ratio is 0.48%, holding 27 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLTIX performance shows a YTD return of 4.58%. The 1-year return is 9.86% and the 5-year return is 4.96%. MLTIX dividend yield stands at 8.65%, paid annually.

MLTIX 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 MLTIX holdings, sector breakdown, or dividend history.

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