MLLJX Mutual Fund

MLLJX Mutual Fund (MFS Lifetime Income Fund Class R4) is managed by MFS Investment Management with $24.5M in net assets. MLLJX expense ratio is 0.44%, holding 27 positions across various sectors. Inception date: 2005-09-29.

MLLJX performance shows a YTD return of 3.57%. The 1-year return is 7.73% and the 5-year return is 3.26%. MLLJX dividend yield stands at 5.54%, paid monthly.

MLLJX 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%), Bought GBP Sold USD 20260402 (7.0%). Go to all MLLJX holdings, MLLJX sectors, or MLLJX dividends.

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