MLLHX Mutual Fund

MLLHX Mutual Fund (MFS Lifetime Income Fund Class R3) is managed by MFS Investment Management with $125.4M in net assets. MLLHX expense ratio is 0.69%, holding 27 positions across various sectors. Inception date: 2005-09-29.

MLLHX performance shows a YTD return of 3.33%. The 1-year return is 7.37% and the 5-year return is 2.99%. MLLHX dividend yield stands at 5.31%, paid monthly.

MLLHX 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%), Garda World Security Corp 7.75 02/15/2028 (7.0%). Go to all MLLHX holdings, MLLHX sectors, or MLLHX dividends.

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