MLTAX holdings — MFS Lifetime 2030 Fund

MFS Lifetime 2030 Fund (MLTAX) held 27 positions with net assets of $639M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 71.6% of the fund, led by MFS Research Bond Fund, MFS Ltd Maturity Fund, MFS Inflation Adjusted Bond Fund.

MLTAX top holdings

  1. MFS Research Bond Fund — 15.77% ($101M)
  2. MFS Ltd Maturity Fund — 11.63% ($74.3M)
  3. MFS Inflation Adjusted Bond Fund — 9.99% ($63.8M)
  4. MFS Government Securities Fund — 9.96% ($63.6M)
  5. MFS Global Opportunistic Bond Fund — 6.99% ($44.7M)
  6. MFS Blended Research International Equity Fund — 4.07% ($26.0M)
  7. MFS Blended Research Mid Cap Equity Fund — 3.85% ($24.6M)
  8. MFS High Income Fund — 3.67% ($23.5M)
  9. MFS Blended Research Value Equity Fund — 2.86% ($18.2M)
  10. MEIKX MFS Value Fund — 2.82% ($18.0M)
  11. MFS Research Fund — 2.49% ($15.9M)
  12. MFS Blended Research Core Equity Fund — 2.49% ($15.9M)
  13. MFS Growth Fund — 2.48% ($15.8M)
  14. MFS Blended Research Growth Equity Fund — 2.48% ($15.8M)
  15. MFS Global Real Estate Fund — 2.16% ($13.8M)
  16. MFS Commodity Strategy Fund — 2.12% ($13.5M)
  17. MFS Research International Fund — 2.09% ($13.4M)
  18. MVCKX MFS Mid Cap Value Fund — 1.92% ($12.3M)
  19. OTCKX MFS Mid Cap Growth Fund — 1.91% ($12.2M)
  20. MFS Emerging Markets Debt Local Currency Fund — 1.85% ($11.8M)
  21. MFS Emerging Markets Debt Fund — 1.83% ($11.7M)
  22. MFS Blended Research Small Cap Equity Fund — 1.00% ($6.39M)
  23. MFS International Intrinsic Equity Fund — 0.99% ($6.34M)
  24. MFS International Growth Fund — 0.99% ($6.33M)
  25. MFS New Discovery Fund — 0.50% ($3.20M)

What are MLTAX's top 10 holdings?

MFS Research Bond Fund (15.8%), MFS Ltd Maturity Fund (11.6%), MFS Inflation Adjusted Bond Fund (10.0%), MFS Government Securities Fund (10.0%), MFS Global Opportunistic Bond Fund (7.0%), MFS Blended Research International Equity Fund (4.1%), MFS Blended Research Mid Cap Equity Fund (3.8%), MFS High Income Fund (3.7%), MFS Blended Research Value Equity Fund (2.9%), MEIKX (2.8%).

How many stocks are in MLTAX?

MFS Lifetime 2030 Fund reported 27 holdings as of July 31, 2026.

Share classes: MLTAX, MLTBX, MLTCX, MLTEX, MLTGX, MLTHX, MLTIX, MLTJX, MLTKX

All ETF and mutual fund holdings