MLTJX Mutual Fund

MLTJX Mutual Fund (MFS Lifetime 2030 Fund Class R4) is managed by MFS Investment Management with $28.9M in net assets. MLTJX expense ratio is 0.48%, holding 27 positions across various sectors. Inception date: 2005-09-29.

MLTJX performance shows a YTD return of 4.43%. The 1-year return is 9.30% and the 5-year return is 4.60%. MLTJX dividend yield stands at 8.59%, paid annually.

MLTJX 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%), Virginia Housing Development Authority 2.85 03/01/2031 (7.0%). Go to all MLTJX holdings, MLTJX sectors, or MLTJX dividends.

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