MLTKX Mutual Fund

MLTKX Mutual Fund (MFS Lifetime 2030 Fund Class R6) is managed by MFS Investment Management with $264.2M in net assets. MLTKX expense ratio is 0.32%, holding 27 positions across various sectors. Inception date: 2016-08-29.

MLTKX performance shows a YTD return of 4.51%. The 1-year return is 5.71% and the 5-year return is 4.38%. MLTKX dividend yield stands at 3.87%, paid annually.

MLTKX top holdings include Mfs Research Bond Fund (15.9%), Mfs Limited Maturity Fund - Class R6 (11.8%), Mfs Inflation Adjusted Bond Fund (10.0%), Mfs Government Securities Fund (10.0%), Mfs Global Opportunistic Bond Fund (7.0%). Go to all MLTKX holdings, MLTKX sectors, or MLTKX dividends.

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