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Mfs Lifetime 2030 Fund Class R1: (MF: MLTEX)

(NASDAQ Mutual Funds) As of Apr 8, 2026 06:24 PM ET

$15.92 USD

+0.20 (1.27%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.93 74
3 months 2.99 79
6 months 5.10 88
1 Year 10.21 85
3 Year 9.62 81
5 Year 5.01 76
10 Year 7.68 58

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.92
Bull Market (2/09 - 3/21) 382.56

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.62
5 Year 4.53
10 Year 6.89
Since Inception 5.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.90 4.48 2.94 1.01
2024 3.68 0.31 5.28 -2.03
2023 3.84 2.22 -3.16 8.29
2022 -5.26 -10.39 -5.00 5.87
2021 2.28 5.26 0.00 3.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.939.627.2711.32-14.6211.6810.7420.78-6.6515.987.75
% Total Return Rel to Index 0.08-8.59-17.74-14.923.58-17.00-7.65-10.70-2.25-5.81-4.17
% Total Return Rel to Peer -0.71-4.87-2.64-1.83-1.650.170.063.59-0.152.521.48
% Perf Quintile vs Peer* 4.005.000.004.003.003.004.003.003.003.002.00
% Dividends 0.000.460.430.260.230.580.060.210.250.260.06
% Yield 0.002.652.522.691.472.980.351.251.701.570.39
Capital Gains ($) 0.000.820.690.200.540.810.360.520.390.200.76
Expense Ratio 0.000.991.001.001.000.991.000.990.991.001.00

* 1 = Top 20%, 5 = Bottom 20%