MLFAX Mutual Fund

MLFAX Mutual Fund (MFS Lifetime 2040 Fund Class A) is managed by MFS Investment Management with $84.1M in net assets. MLFAX expense ratio is 0.78%, holding 29 positions across various sectors. Inception date: 2005-09-29.

MLFAX performance shows a YTD return of 8.42%. The 1-year return is 10.37% and the 5-year return is 6.86%. MLFAX dividend yield stands at 2.44%, paid annually.

MLFAX top holdings include Mfs Blended Research Mid Cap Equity Fund (8.6%), Mfs Blended Research International Equity Fund (8.3%), Mfs Inflation Adjusted Bond Fund (5.4%), Mfs Blended Research Value Equity Fund (4.8%), Mfs Value Fund (4.8%). Go to all MLFAX holdings, MLFAX sectors, or MLFAX dividends.

MLFAX can be compared against other funds. Use MLFAX overlap to find shared positions, or MLFAX vs another fund for a side-by-side view. MLFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.