MLLIX

About MLLIX

MFS Lifetime Income Fund Class I is a multi-asset mutual fund designed to deliver a total return through a balanced combination of current income and capital appreciation. The fund primarily invests in a diversified blend of underlying MFS mutual funds, with a focus on bond funds to provide income generation, while allocating a smaller portion to equity funds for growth potential. By maintaining a conservatively allocated portfolio, it appeals to investors who prioritize preserving capital as they approach or enter retirement. The systematic portfolio rebalancing approach ensures broad diversification and risk management within a single investment solution. As part of a glide path strategy, the fund shifts towards greater principal preservation and reduced volatility as investors near retirement, maintaining a static conservative asset allocation once the target retirement date is reached. The MFS Lifetime Income Fund Class I plays a significant role in the retirement planning market by offering convenient, professionally managed exposure to multiple asset classes, benchmarked against the Bloomberg U.S. Aggregate Bond Index, for individuals seeking steady income with controlled exposure to market fluctuations.