MLFBX Mutual Fund

MLFBX Mutual Fund (MFS Lifetime 2040 Fund Class B) is managed by MFS Investment Management with $392,903.12 in net assets. MLFBX expense ratio is 1.56%, holding 29 positions across various sectors. Inception date: 2005-09-29.

MLFBX performance shows a YTD return of 8.44%. The 1-year return is 14.88% and the 5-year return is 6.38%. MLFBX dividend yield stands at 5.62%, paid annually.

MLFBX top holdings include Piraeus Bank Sa Regs 04/30 Var (8.8%), United States Treasury Note/Bond 0.0363 10/31/2030 (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Mfs Blended Research Value Equity Fund (5.0%), Bought THB Sold USD 20260417 (5.0%). 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.