MLLBX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

MFS Lifetime Income B (MLLBX) Ownership - Who owns MFS Lifetime Income B?

The investment seeks total return through a combination of current income and capital appreciation... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

MLLBX

Net Assets

551M

Fund Existence

over 19 years

Turnover

9.00

Total Expense Ratio

1.45

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date Retirement

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.63

Assets in Top Ten Holdings

489M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

431K

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Number of Long Holdings

27.00

Number of Net Holdings

27.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.45

Weighting Top Ten Holdings

78.48%

Gain YTD

1.323

Annual Yield % from dividends

2.79

Returns for 1 year

3.73

Returns for 3 years

5.08

Returns for 5 years

11.32

Returns for 10 years

17.96

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Fundamentals

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