MLFEX Mutual Fund

MLFEX Mutual Fund (MFS Lifetime 2040 Fund Class R1) is managed by MFS Investment Management with $2.4M in net assets. MLFEX expense ratio is 1.56%, holding 29 positions across various sectors. Inception date: 2005-09-29.

MLFEX performance shows a YTD return of 8.45%. The 1-year return is 14.89% and the 5-year return is 6.73%. MLFEX dividend yield stands at 6.20%, paid annually.

MLFEX 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 MLFEX holdings, MLFEX sectors, or MLFEX dividends.

MLFEX can be compared against other funds. Use MLFEX overlap to find shared positions, or MLFEX vs another fund for a side-by-side view. MLFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.