MLFCX Mutual Fund

MLFCX Mutual Fund (MFS Lifetime 2040 Fund Class C) is managed by MFS Investment Management with $6.2M in net assets. MLFCX expense ratio is 1.56%, holding 29 positions across various sectors. Inception date: 2005-09-29.

MLFCX performance shows a YTD return of 8.41%. The 1-year return is 14.84% and the 5-year return is 6.37%. MLFCX dividend yield stands at 6.35%, paid annually.

MLFCX top holdings include Mfs Blended Research Mid Cap Equity Fund (8.8%), Meta Platforms Inc 4.6 2032-11-15 (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Mfs Blended Research Value Equity Fund (5.0%), Mfs Value Fund (5.0%). 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.