MFS Lifetime 2030 Fund (MLTAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:05AM EDT
Overall portfolio composition (%)
Cash4.20%
Stocks42.40%
Bonds55.50%
Others-2.27%
Preferred0.15%
Convertible0.02%
Sector weightings (%)
Sector(s)MLTAX
Basic materials4.72%
Consumer cyclical8.84%
Financial services14.94%
Property8.02%
Consumer defensive5.11%
Healthcare11.79%
Utilities3.07%
Communication services5.61%
Energy4.27%
Industrials14.24%
Technology19.39%
Equity holdings
AverageMLTAXCategory average
Price/Earnings0.0523.63
Price/book0.353
Price/sales0.532.18
Price/Cash flow0.0714.39
Median market cap57,242.8575,160.55
3-year earnings growth20.0512.33
Bond holdings
AverageMLTAXCategory average
Maturity9.118.07
Duration3.796.6
Credit qualityN/AN/A
Bond ratings
Sector(s)MLTAX
US government25.35%
AAA48.72%
AA3.91%
A8.10%
BBB14.92%
BB6.31%
B4.03%
Below B1.54%
Others12.48%
Top 10 holdings (63.61% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| MFS Total Return Bond R6 | MRBKX | 12.23% |
| MFS Government Securities R6 | MFGKX | 9.14% |
| MFS Inflation-Adjusted Bond R6 | MIAKX | 8.82% |
| MFS Limited Maturity R6 | MQLKX | 6.73% |
| MFS Global Opportunistic Bd R6 | MGBOX | 6.29% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 5.07% |
| MFS Blended Research Intl Eq R6 | BRXVX | 4.65% |
| MFS High Income R6 | MHIKX | 3.94% |
| MFS Blended Research Value Equity R6 | BRUNX | 3.38% |
| MFS Value R6 | MEIKX | 3.36% |
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