MLTGX Mutual Fund

MLTGX Mutual Fund (MFS Lifetime 2030 Fund Class R2) is managed by MFS Investment Management with $31.4M in net assets. MLTGX expense ratio is 0.98%, holding 27 positions across various sectors. Inception date: 2005-09-29.

MLTGX performance shows a YTD return of 4.14%. The 1-year return is 8.78% and the 5-year return is 4.07%. MLTGX dividend yield stands at 8.30%, paid annually.

MLTGX top holdings include Mfs Research Bond Fund (14.8%), Mfs Limited Maturity Fund - Class R6 (10.6%), Mfs Inflation Adjusted Bond Fund (10.0%), Sold KRW Bought USD 20260413 (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). Go to all MLTGX holdings, MLTGX sectors, or MLTGX dividends.

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