MLTJX Mutual Fund (MFS Lifetime 2030 Fund Class R4) is managed by MFS Investment Management with $28.4M in net assets. MLTJX expense ratio is 0.48%, holding 27 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLTJX performance shows a YTD return of 4.55%. The 1-year return is 9.89% and the 5-year return is 4.96%. MLTJX dividend yield stands at 8.56%, paid annually.

MLTJX 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%), AUD Fwd Sale To USD 2/9/2026 (7.0%). View all MLTJX holdings, sector breakdown, or dividend history.

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