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MFS Lifetime 2030 Fund (MLTBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Overall portfolio composition (%)
Cash0.11%
Stocks41.64%
Bonds55.69%
Others2.38%
Preferred0.15%
Convertible0.02%
Sector weightings (%)
Sector(s)MLTBX
Basic materials4.74%
Consumer cyclical8.59%
Financial services15.25%
Property8.21%
Consumer defensive5.30%
Healthcare11.61%
Utilities3.24%
Communication services5.56%
Energy4.77%
Industrials13.80%
Technology18.93%
Equity holdings
AverageMLTBXCategory average
Price/Earnings0.0523.63
Price/book0.363
Price/sales0.552.18
Price/Cash flow0.0814.39
Median market cap56,193.375,160.55
3-year earnings growth20.4112.33
Bond holdings
AverageMLTBXCategory average
Maturity8.948.07
Duration3.816.6
Credit qualityN/AN/A
Bond ratings
Sector(s)MLTBX
US government26.46%
AAA49.02%
AA3.70%
A8.62%
BBB14.31%
BB6.30%
B3.96%
Below B1.36%
Others12.74%
Top 10 holdings (64.32% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| MFS Total Return Bond R6 | MRBKX | 12.50% |
| MFS Government Securities R6 | MFGKX | 9.25% |
| MFS Inflation-Adjusted Bond R6 | MIAKX | 9.04% |
| MFS Limited Maturity R6 | MQLKX | 7.06% |
| MFS Global Opportunistic Bd R6 | MGBOX | 6.36% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 4.86% |
| MFS Blended Research Intl Eq R6 | BRXVX | 4.64% |
| MFS High Income R6 | MHIKX | 4.00% |
| MFS Value R6 | MEIKX | 3.30% |
| MFS Blended Research Value Equity R6 | BRUNX | 3.30% |
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