MFS Lifetime 2030 Fund Class R4
MLTJX
NASDAQ
| Weiss Ratings | MLTJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | MLTJX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (7), Ben Nastou (2), Erich Shigley (2) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MLTJX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2030 Fund Class R4 | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MLTJX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.56% | |||
| Dividend | MLTJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.82% | |||
| Asset Allocation | MLTJX-NASDAQ | Click to Compare |
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| Cash | -10.86% | |||
| Stock | 35.64% | |||
| U.S. Stock | 26.21% | |||
| Non-U.S. Stock | 9.43% | |||
| Bond | 73.00% | |||
| U.S. Bond | 61.25% | |||
| Non-U.S. Bond | 11.75% | |||
| Preferred | 0.19% | |||
| Convertible | 0.00% | |||
| Other Net | 2.03% | |||
| Price History | MLTJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.13% | |||
| 30-Day Total Return | -1.71% | |||
| 60-Day Total Return | -1.29% | |||
| 90-Day Total Return | 0.00% | |||
| Year to Date Total Return | 0.25% | |||
| 1-Year Total Return | 10.84% | |||
| 2-Year Total Return | 16.42% | |||
| 3-Year Total Return | 29.61% | |||
| 5-Year Total Return | 27.21% | |||
| Price | MLTJX-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 | MLTJX-NASDAQ | Click to Compare |
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| Nav | $16.03 | |||
| 1-Month Low NAV | $15.76 | |||
| 1-Month High NAV | $16.33 | |||
| 52-Week Low NAV | $15.14 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.45 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | MLTJX-NASDAQ | Click to Compare |
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| Beta | 0.52 | |||
| Standard Deviation | 6.88 | |||
| Balance Sheet | MLTJX-NASDAQ | Click to Compare |
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| Total Assets | 714.76M | |||
| Operating Ratios | MLTJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.48% | |||
| Turnover Ratio | 9.00% | |||
| Performance | MLTJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.76% | |||
| Last Bear Market Total Return | -10.16% | |||