MLTHX Mutual Fund

MLTHX Mutual Fund (MFS Lifetime 2030 Fund Class R3) is managed by MFS Investment Management with $153.4M in net assets. MLTHX expense ratio is 0.73%, holding 27 positions across various sectors. Inception date: 2005-09-29.

MLTHX performance shows a YTD return of 4.31%. The 1-year return is 9.06% and the 5-year return is 4.33%. MLTHX dividend yield stands at 8.50%, paid annually.

MLTHX top holdings include Mfs Research Bond Fund (14.8%), Mfs Limited Maturity Fund - Class R6 (10.6%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (10.0%), Square 4.51 46346 2026-11-20 (7.0%). Go to all MLTHX holdings, MLTHX sectors, or MLTHX dividends.

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