MLTJX Holdings — MFS Lifetime 2030 Fund
Data updated: 2026-09-24
MLTJX holds 27 securities. The top 10 make up 71.6% of net assets, led by MFS Research Bond Fund (15.77%) and MFS Ltd Maturity Fund (11.63%). 99.7% of the portfolio is in United States. No debt holdings are reported.
Holdings cover 99.70% of net asset value (99.60% of total assets; remainder is cash and receivables). As of July 31, 2026 · N-PORT.
MLTJX Portfolio Holdings
27 holdings of MFS Lifetime 2030 Fund by percentage of net assets, from the fund's SEC N-PORT filing as of July 31, 2026.
| Holding | Ticker | Sector | % of net assets | Value (USD) |
|---|---|---|---|---|
| MFS Research Bond Fund | — | Funds & ETFs | 15.77% | $100.74M |
| MFS Ltd Maturity Fund | — | Funds & ETFs | 11.63% | $74.31M |
| MFS Inflation Adjusted Bond Fund | — | Funds & ETFs | 9.99% | $63.85M |
| MFS Government Securities Fund | — | Funds & ETFs | 9.96% | $63.62M |
| MFS Global Opportunistic Bond Fund | — | Funds & ETFs | 6.99% | $44.66M |
| MFS Blended Research International Equity Fund | — | Funds & ETFs | 4.07% | $26.03M |
| MFS Blended Research Mid Cap Equity Fund | — | Funds & ETFs | 3.85% | $24.58M |
| MFS High Income Fund | — | Funds & ETFs | 3.67% | $23.45M |
| MFS Blended Research Value Equity Fund | — | Funds & ETFs | 2.86% | $18.24M |
| MFS Value Fund | — | Funds & ETFs | 2.82% | $18.02M |
| MFS Research Fund | — | Funds & ETFs | 2.49% | $15.90M |
| MFS Blended Research Core Equity Fund | — | Funds & ETFs | 2.49% | $15.90M |
| MFS Growth Fund | — | Funds & ETFs | 2.48% | $15.83M |
| MFS Blended Research Growth Equity Fund | — | Funds & ETFs | 2.48% | $15.81M |
| MFS Global Real Estate Fund | — | Funds & ETFs | 2.16% | $13.80M |
| MFS Commodity Strategy Fund | — | Funds & ETFs | 2.12% | $13.52M |
| MFS Research International Fund | — | Funds & ETFs | 2.09% | $13.35M |
| MFS Mid Cap Value Fund | — | Funds & ETFs | 1.92% | $12.26M |
| MFS Mid Cap Growth Fund | — | Funds & ETFs | 1.91% | $12.21M |
| MFS Emerging Markets Debt Local Currency Fund | — | Funds & ETFs | 1.85% | $11.81M |
| MFS Emerging Markets Debt Fund | — | Funds & ETFs | 1.83% | $11.70M |
| MFS Blended Research Small Cap Equity Fund | — | Funds & ETFs | 1.00% | $6.39M |
| MFS International Intrinsic Equity Fund | — | Funds & ETFs | 0.99% | $6.34M |
| MFS International Growth Fund | — | Funds & ETFs | 0.99% | $6.33M |
| MFS New Discovery Fund | — | Funds & ETFs | 0.50% | $3.20M |
| MFS New Discovery Value Fund | — | Funds & ETFs | 0.48% | $3.09M |
| MFS Institutional Money Market Portfolio | — | Funds & ETFs | 0.32% | $2.05M |
MLTJX Sector Allocation
MFS Lifetime 2030 Fund holdings grouped by sector, by share of the portfolio's market value.
| Sector | Weight | Holdings |
|---|---|---|
| Funds & ETFs | 100.0% | 27 |
MLTJX Country Allocation
Where MFS Lifetime 2030 Fund's holdings are domiciled, by percentage of net assets (largest 1).
| Country | % of net assets |
|---|---|
| United States | 99.7% |
MLTJX Portfolio Allocation
Asset-class allocation of MFS Lifetime 2030 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.7% |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.