MLFBX Mutual Fund

MLFBX Mutual Fund (MFS Lifetime 2040 Fund Class B) is managed by MFS Investment Management with $319,809.14 in net assets. MLFBX expense ratio is 1.53%, holding 33 positions across various sectors. Inception date: 2005-09-29.

MLFBX performance shows a YTD return of 10.12%. The 1-year return is 13.93% and the 5-year return is 6.29%. MLFBX dividend yield stands at 5.53%, paid annually.

MLFBX top holdings include Mfs Blended Research Mid Cap Equity Fund (8.7%), Mfs Blended Research International Equity Fund (8.5%), Mfs Inflation Adjusted Bond Fund (5.3%), Mfs Value Fund (4.9%), Mfs Blended Research Value Equity Fund (4.9%). 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.