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 $6.1M 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 6.73%. MLFCX dividend yield stands at 6.25%, paid annually.
MLFCX 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 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.