MLTRX Mutual Fund

MLTRX Mutual Fund

NAV$10.42
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Fund Essentials

Net Assets
$52,063.02
Expense Ratio
1.55%
Dividend Yield (Current)
-
Holdings
0
Inception Date
May 27, 2026
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MLTRX Mutual Fund Overview

MLTRX Mutual Fund (MFS Lifetime 2070 Fund Class R1) is managed by MFS Investment Management with $52,063.02 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. Go to all MLTRX holdings, MLTRX sectors, or MLTRX dividends.

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