MLTCX Mutual Fund

MLTCX Mutual Fund (MFS Lifetime 2030 Fund Class C) is managed by MFS Investment Management with $5.8M in net assets. MLTCX expense ratio is 1.48%, holding 27 positions across various sectors. Inception date: 2005-09-29.

MLTCX performance shows a YTD return of 3.87%. The 1-year return is 8.21% and the 5-year return is 3.55%. MLTCX dividend yield stands at 7.84%, paid annually.

MLTCX top holdings include Mfs Research Bond Fund (14.8%), Mfs Limited Maturity Fund - Class R6 (10.6%), Mfs Inflation Adjusted Bond Fund (10.0%), Cds Ncl Corp Ltd (10.0%), Bnp Paribas Issuance Bv Bnp 0 05/13/26 (7.0%). Go to all MLTCX holdings, MLTCX sectors, or MLTCX dividends.

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