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 $349,581.11 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 6.73%. MLFBX dividend yield stands at 5.53%, paid annually.
MLFBX 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 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.