MLTGX Mutual Fund
MLTGX Mutual Fund
MLTGX Mutual Fund
MFS Lifetime 2030 Fund Class R2
MLTGX Mutual Fund Overview
MLTGX Mutual Fund (MFS Lifetime 2030 Fund Class R2) is managed by MFS Investment Management with $30.8M 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 8.23%, paid annually.
MLTGX top holdings include Mfs Research Bond Fund (15.8%), Mfs Limited Maturity Fund - Class R6 (11.6%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (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.