MFS Lifetime 2030 Fund Class A
MLTAX
NASDAQ
| Weiss Ratings | MLTAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MLTAX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (8), Ben Nastou (3), Erich Shigley (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MLTAX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2030 Fund Class A | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 29, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | MLTAX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.32% | |||
| Dividend | MLTAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.80% | |||
| Asset Allocation | MLTAX-NASDAQ | Click to Compare |
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| Cash | -7.61% | |||
| Stock | 35.30% | |||
| U.S. Stock | 26.16% | |||
| Non-U.S. Stock | 9.14% | |||
| Bond | 71.31% | |||
| U.S. Bond | 57.89% | |||
| Non-U.S. Bond | 13.42% | |||
| Preferred | 0.22% | |||
| Convertible | 0.00% | |||
| Other Net | 0.78% | |||
| Price History | MLTAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.42% | |||
| 30-Day Total Return | -1.61% | |||
| 60-Day Total Return | -0.06% | |||
| 90-Day Total Return | -0.30% | |||
| Year to Date Total Return | 4.30% | |||
| 1-Year Total Return | 5.59% | |||
| 2-Year Total Return | 13.36% | |||
| 3-Year Total Return | 32.30% | |||
| 5-Year Total Return | 22.73% | |||
| Price | MLTAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MLTAX-NASDAQ | Click to Compare |
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| Nav | $16.48 | |||
| 1-Month Low NAV | $16.44 | |||
| 1-Month High NAV | $16.77 | |||
| 52-Week Low NAV | $15.56 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $17.23 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MLTAX-NASDAQ | Click to Compare |
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| Beta | 0.47 | |||
| Standard Deviation | 7.08 | |||
| Balance Sheet | MLTAX-NASDAQ | Click to Compare |
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| Total Assets | 634.84M | |||
| Operating Ratios | MLTAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.71% | |||
| Turnover Ratio | 9.00% | |||
| Performance | MLTAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.52% | |||
| Last Bear Market Total Return | -10.24% | |||