MLFBX Mutual Fund
MLFBX Mutual Fund
MLFBX Mutual Fund
MFS Lifetime 2040 Fund Class B
MLFBX Mutual Fund Overview
MLFBX Mutual Fund (MFS Lifetime 2040 Fund Class B) is managed by MFS Investment Management with $209,754.93 in net assets. MLFBX expense ratio is 1.53%, holding 29 positions across various sectors. Inception date: 2005-09-29.
MLFBX performance shows a YTD return of 7.77%. The 1-year return is 9.60% and the 5-year return is 5.73%. MLFBX dividend yield stands at 1.13%, paid annually.
MLFBX 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 MLFBX holdings, MLFBX sectors, or MLFBX dividends.
MLFBX can be compared against other funds. Use MLFBX overlap to find shared positions, or MLFBX vs another fund for a side-by-side view. MLFBX alternatives are available via the screener, along with tax-loss harvesting opportunities.