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MFS Lifetime 2030 Fund (MLTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.12+0.08 (+0.50%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash4.90%
Stocks41.47%
Bonds55.88%
Others-2.41%
Preferred0.15%
Convertible0.01%

Sector weightings (%)

Sector(s)
MLTAX
Basic materials
4.80%
Consumer cyclical
8.62%
Financial services
15.23%
Property
8.13%
Consumer defensive
5.26%
Healthcare
11.53%
Utilities
3.11%
Communication services
5.47%
Energy
4.57%
Industrials
14.21%
Technology
19.07%

Equity holdings

AverageMLTAXCategory average
Price/Earnings0.0523.63
Price/book0.373
Price/sales0.552.18
Price/Cash flow0.0814.39
Median market cap53,945.0875,160.55
3-year earnings growth20.4812.33

Bond holdings

AverageMLTAXCategory average
Maturity9.198.07
Duration3.826.6
Credit qualityN/AN/A

Bond ratings

Sector(s)MLTAX
US government25.85%
AAA48.22%
AA3.70%
A8.28%
BBB14.31%
BB6.19%
B4.09%
Below B1.39%
Others13.82%

Top 10 holdings (64.41% of total assets)

Get quotes for top holdings
NameSymbol% assets
MFS Total Return Bond R6MRBKX12.46%
MFS Government Securities R6MFGKX9.28%
MFS Inflation-Adjusted Bond R6MIAKX9.04%
MFS Limited Maturity R6MQLKX7.04%
MFS Global Opportunistic Bd R6MGBOX6.40%
MFS Blended Research Mid Cap Eq R6BMSYX4.88%
MFS Blended Research Intl Eq R6BRXVX4.66%
MFS High Income R6MHIKX4.03%
MFS Value R6MEIKX3.32%
MFS Blended Research Value Equity R6BRUNX3.31%