MLFAX Mutual Fund

MLFAX Mutual Fund (MFS Lifetime 2040 Fund Class A) is managed by MFS Investment Management with $89.2M in net assets. MLFAX expense ratio is 0.81%, holding 29 positions across various sectors. Inception date: 2005-09-29.

MLFAX performance shows a YTD return of 8.91%. The 1-year return is 15.74% and the 5-year return is 7.18%. MLFAX dividend yield stands at 6.95%, paid annually.

MLFAX top holdings include Macquarie Bank Limited (8.8%), Mfs Blended Research International Equity Fund (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Mfs Blended Research Value Equity Fund (5.0%), Mfs Value Fund (5.0%). 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.