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Mfs Lifetime 2030 Fund Class I: (MF: MLTIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:51 PM ET

$15.95 USD

+0.02 (0.13%)

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 3.01 72
3 months 3.25 74
6 months 5.63 84
1 Year 11.22 80
3 Year 10.72 71
5 Year 6.06 63
10 Year 8.73 45

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.25
Bull Market (2/09 - 3/21) 470.42

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.78
5 Year 5.59
10 Year 7.95
Since Inception 6.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.14 4.73 3.25 1.28
2024 3.90 0.55 5.56 -1.78
2023 4.08 2.45 -2.85 8.54
2022 -4.98 -10.19 -4.72 6.12
2021 2.49 5.60 0.21 3.97

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.0110.788.3212.45-13.7212.7711.8521.96-5.6817.208.60
% Total Return Rel to Index 0.12-7.43-16.69-13.794.48-15.90-6.54-9.52-1.28-4.58-3.33
% Total Return Rel to Peer -0.67-3.71-1.59-0.70-0.751.271.174.760.813.742.32
% Perf Quintile vs Peer* 4.004.000.004.002.003.003.002.003.002.001.00
% Dividends 0.000.620.590.420.400.780.310.350.400.390.21
% Yield 0.003.523.463.572.533.961.702.022.662.391.42
Capital Gains ($) 0.000.820.690.200.540.810.360.520.390.200.76
Expense Ratio 0.000.180.190.200.190.190.580.210.210.200.17

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