MLTKX Mutual Fund
MLTKX Mutual Fund
MFS Lifetime 2030 Fund Class R6
MLTKX Mutual Fund Overview
MLTKX Mutual Fund (MFS Lifetime 2030 Fund Class R6) is managed by MFS Investment Management with $316.1M in net assets. MLTKX expense ratio is 0.34%, holding 27 positions across sectors including Other, Unknown. Inception date: 2016-08-29.
MLTKX performance shows a YTD return of 4.63%. The 1-year return is 9.98% and the 5-year return is 5.10%. MLTKX dividend yield stands at 8.77%, paid annually.
MLTKX 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 MLTKX holdings, sector breakdown, or dividend history.
MLTKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLTKX alternatives are available via the screener, along with tax-loss harvesting opportunities.