MLLGX Mutual Fund

MLLGX Mutual Fund (MFS Lifetime Income Fund Class R2) is managed by MFS Investment Management with $28.9M in net assets. MLLGX expense ratio is 0.94%, holding 27 positions across various sectors. Inception date: 2005-09-29.

MLLGX performance shows a YTD return of 3.18%. The 1-year return is 7.10% and the 5-year return is 2.73%. MLLGX dividend yield stands at 5.08%, paid monthly.

MLLGX top holdings include Mfs Limited Maturity Fund - Class R6 (20.1%), Mfs Research Bond Fund (19.5%), Mfs Inflation Adjusted Bond Fund (10.1%), S&P500 Emini Fut Jun26 (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). Go to all MLLGX holdings, MLLGX sectors, or MLLGX dividends.

MLLGX can be compared against other funds. Use MLLGX overlap to find shared positions, or MLLGX vs another fund for a side-by-side view. MLLGX alternatives are available via the screener, along with tax-loss harvesting opportunities.