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    MFS Lifetime 2030 R3 (MLTHX)

    13.99 Up 0.09(0.65%) Oct 8
    Prev Close:13.99
    YTD Return*:-3.72%
    Net Assets*:387.23M

    * As of 30-Sep-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for MLTHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS Growth R510.90N/A
    MFS Value R510.88N/A
    MFS Mid Cap Value R59.01N/A
    MFS Mid Cap Growth R58.98N/A
    MFS Research R57.93N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:387.23M
    Category:Target Date 2026-2030
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:-3.72%
    5y Avg Return:8.41%
    Rank in Category (ytd):16
    % Rank in Category (ytd):6.25%
    Beta (3y):1.30
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks a high level of total return. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2030. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds. View More
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