MFS Lifetime 2030 Fund (MLTEX) is an MF managed by Independent / Boutique. Its largest position is MFS RESEARCH BOND FUND (null), representing 15.21% of fund assets.
MFS Lifetime 2030 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MLTEX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
MFS RESEARCH BOND FUND
|
15.21% | $104,707,519.26 | 10,964,138 |
|
-
MFS LTD MATURITY FUND
|
10.81% | $74,413,097.18 | 12,698,481 |
|
-
MFS INFLATION ADJUSTED BOND FUND
|
9.90% | $68,159,996.84 | 7,441,048 |
|
-
MFS GOVERNMENT SECURITIES FUND
|
9.81% | $67,503,855.50 | 7,849,286 |
|
-
MFS GLOBAL OPPORTUNISTIC BOND FUND
|
6.89% | $47,400,822.74 | 5,851,953 |
|
-
MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND
|
4.16% | $28,630,486.23 | 1,506,075 |
|
-
MFS BLENDED RESEARCH MID CAP EQUITY FUND
|
4.00% | $27,549,049.22 | 1,703,714 |
|
-
MFS HIGH INCOME FUND
|
3.75% | $25,825,096.17 | 8,303,889 |
|
-
MFS BLENDED RESEARCH VALUE EQUITY FUND
|
2.97% | $20,457,479.03 | 1,173,694 |
|
-
MFS VALUE FUND
|
2.93% | $20,174,249.64 | 384,491 |
|
-
MFS GROWTH FUND
|
2.62% | $18,004,419.87 | 89,285 |
|
-
MFS BLENDED RESEARCH GROWTH EQUITY FUND
|
2.60% | $17,864,588.58 | 631,704 |
|
-
MFS BLENDED RESEARCH CORE EQUITY FUND
|
2.59% | $17,824,150.61 | 426,517 |
|
-
MFS RESEARCH FUND
|
2.58% | $17,744,183.72 | 306,621 |
|
-
MFS RESEARCH INTERNATIONAL FUND
|
2.10% | $14,458,545.26 | 525,957 |
|
-
MFS GLOBAL REAL ESTATE FUND
|
2.05% | $14,087,351.58 | 816,185 |
|
-
MFS COMMODITY STRATEGY FUND
|
2.04% | $14,016,286.22 | 3,087,288 |
|
-
MFS MID CAP GROWTH FUND
|
2.00% | $13,789,419.12 | 476,977 |
|
-
MFS MID CAP VALUE FUND
|
1.98% | $13,595,782.12 | 406,694 |
|
-
MFS EMERGING MARKETS DEBT FUND
|
1.89% | $12,987,625.35 | 1,023,454 |
|
-
MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND
|
1.87% | $12,897,836.22 | 2,167,704 |
|
-
MFS BLENDED RESEARCH SMALL CAP EQUITY FUND
|
1.04% | $7,192,343.78 | 428,626 |
|
-
MFS INTERNATIONAL INTRINSIC VALUE FUND
|
1.01% | $6,973,033.67 | 151,357 |
|
-
MFS INTERNATIONAL GROWTH FUND
|
1.01% | $6,948,175.50 | 144,333 |
|
-
MFS INSTITUTIONAL MONEY MARKET PORTFOLIO
|
0.92% | $6,329,413.81 | 6,328,781 |
|
-
MFS NEW DISCOVERY FUND
|
0.52% | $3,555,116.82 | 93,778 |
|
-
MFS NEW DISCOVERY VALUE FUND
|
0.51% | $3,519,763.33 | 190,567 |
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