MLLEX Mutual Fund
MLLEX Mutual Fund
MLLEX Mutual Fund
MFS Lifetime Income Fund Class R1
MLLEX Mutual Fund Overview
MLLEX Mutual Fund (MFS Lifetime Income Fund Class R1) is managed by MFS Investment Management with $2.9M in net assets. MLLEX expense ratio is 1.44%, holding 27 positions across various sectors. Inception date: 2005-09-29.
MLLEX performance shows a YTD return of 2.88%. The 1-year return is 6.56% and the 5-year return is 2.23%. MLLEX dividend yield stands at 4.61%, paid monthly.
MLLEX top holdings include Mfs Limited Maturity Fund - Class R6 (20.1%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.1%), Mfs Government Securities Fund (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). Go to all MLLEX holdings, MLLEX sectors, or MLLEX dividends.
MLLEX can be compared against other funds. Use MLLEX overlap to find shared positions, or MLLEX vs another fund for a side-by-side view. MLLEX alternatives are available via the screener, along with tax-loss harvesting opportunities.