MFS Lifetime 2030 Fund Class B
MLTBX
NASDAQ
| Weiss Ratings | MLTBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MLTBX-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 | MLTBX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2030 Fund Class B | |||
| 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 | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | MLTBX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.31% | |||
| Dividend | MLTBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.90% | |||
| Asset Allocation | MLTBX-NASDAQ | Click to Compare |
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| Cash | -5.94% | |||
| Stock | 34.76% | |||
| U.S. Stock | 25.91% | |||
| Non-U.S. Stock | 8.85% | |||
| Bond | 70.21% | |||
| U.S. Bond | 56.95% | |||
| Non-U.S. Bond | 13.26% | |||
| Preferred | 0.23% | |||
| Convertible | 0.00% | |||
| Other Net | 0.74% | |||
| Price History | MLTBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.24% | |||
| 30-Day Total Return | 0.73% | |||
| 60-Day Total Return | -1.56% | |||
| 90-Day Total Return | -1.56% | |||
| Year to Date Total Return | 3.60% | |||
| 1-Year Total Return | 4.69% | |||
| 2-Year Total Return | 13.33% | |||
| 3-Year Total Return | 30.82% | |||
| 5-Year Total Return | 15.75% | |||
| Price | MLTBX-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 | MLTBX-NASDAQ | Click to Compare |
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| Nav | $16.39 | |||
| 1-Month Low NAV | $16.30 | |||
| 1-Month High NAV | $16.47 | |||
| 52-Week Low NAV | $15.55 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $17.07 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MLTBX-NASDAQ | Click to Compare |
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| Beta | 0.44 | |||
| Standard Deviation | 6.70 | |||
| Balance Sheet | MLTBX-NASDAQ | Click to Compare |
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| Total Assets | 569.42M | |||
| Operating Ratios | MLTBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.46% | |||
| Turnover Ratio | 5.00% | |||
| Performance | MLTBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.81% | |||
| Last Bear Market Total Return | -10.38% | |||