MLFCX Mutual Fund
MLFCX Mutual Fund
MLFCX Mutual Fund
MFS Lifetime 2040 Fund Class C
MLFCX Mutual Fund Overview
MLFCX Mutual Fund (MFS Lifetime 2040 Fund Class C) is managed by MFS Investment Management with $5.8M in net assets. MLFCX expense ratio is 1.53%, holding 29 positions across various sectors. Inception date: 2005-09-29.
MLFCX performance shows a YTD return of 7.77%. The 1-year return is 9.59% and the 5-year return is 6.07%. MLFCX dividend yield stands at 1.72%, paid annually.
MLFCX 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 MLFCX holdings, MLFCX sectors, or MLFCX dividends.
MLFCX can be compared against other funds. Use MLFCX overlap to find shared positions, or MLFCX vs another fund for a side-by-side view. MLFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.