MLLGX Mutual Fund
MLLGX Mutual Fund
MLLGX Mutual Fund
MFS Lifetime Income Fund Class R2
MLLGX Mutual Fund Overview
MLLGX Mutual Fund (MFS Lifetime Income Fund Class R2) is managed by MFS Investment Management with $28.6M 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 2.86%. MLLGX dividend yield stands at 5.03%, 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%), Mfs Government Securities Fund (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.