MLTRX Mutual Fund

NAV$10.33

AUM$50,571.13

TER1.55%

Holdings0

MLTRX Mutual Fund

NAV$10.33

MFS Lifetime 2070 Fund Class R1

AUM$50,571.13

TER1.55%

Holdings0

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Fund Essentials

Net Assets

$50,571.13

Expense Ratio

1.55%

Dividend Yield (Current)

Holdings

Inception Date

May 27, 2026

Fund Family

MFS Investment Management

Investment Style

PRO

Asset Class

PRO

Legal Structure

PRO

Performance

Price Chart (6M)

Loading chart data...

Top Holdings

View All →

Ticker	Name	Weight

Download all 0 holdings for MLTRX

CSV export with sector, industry & share changes

Get CSV

Peer Comparison

Benchmark

PRO

Peer outperformance: PRO

Category rank: PRO

This Mutual Fund

PRO

Peer Avg

PRO

See how MLTRX ranks against its peers

Category rank, peer-average returns and outperformance, updated daily.

$49$29/mo

Claim the $29 launch price

First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

MLTRX Mutual Fund Overview

MLTRX Mutual Fund (MFS Lifetime 2070 Fund Class R1) is managed by MFS Investment Management with $50,571.13 in net assets. MLTRX expense ratio is 1.55%, various sectors. Inception date: 2026-05-27.

MLTRX performance shows data across multiple time periods..

MLTRX top holdings include a diversified portfolio. View all MLTRX holdings, sector breakdown, or dividend history.

MLTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.