MLFAX Mutual Fund
MLFAX Mutual Fund
MLFAX Mutual Fund
MFS Lifetime 2040 Fund Class A
MLFAX Mutual Fund Overview
MLFAX Mutual Fund (MFS Lifetime 2040 Fund Class A) is managed by MFS Investment Management with $87.9M 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 7.53%. MLFAX dividend yield stands at 6.84%, paid annually.
MLFAX top holdings include Mfs Blended Research Mid Cap Equity Fund (9.2%), Mfs Blended Research International Equity Fund (8.5%), Mfs Inflation Adjusted Bond Fund (5.1%), Mfs Blended Research Value Equity Fund (5.0%), Mfs Value Fund (4.9%). 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.