MLLBX

AS OF

Nov 19 closing price

Price

$12.63

Change

-$0.00 (-0.00%)

Net Assets

531.32M

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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

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Details

Group

Balanced Funds

Fundamentals

MLLBX

Net Assets

531M

Fund Existence

about 20 years

Turnover

5.00

Total Expense Ratio

1.44

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

260K

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

0.44

Weighting Top Ten Holdings

77.63%

Gain YTD

6.629

Annual Yield % from dividends

2.61

Returns for 1 year

3.06

Returns for 3 years

15.50

Returns for 5 years

5.54

Returns for 10 years

26.70

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These past five trading days, the mutual fund lost 0.00%.

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