MLFGX Mutual Fund

MLFGX Mutual Fund (MFS Lifetime 2040 Fund Class R2) is managed by MFS Investment Management with $44.4M in net assets. MLFGX expense ratio is 1.03%, holding 33 positions across various sectors. Inception date: 2005-09-29.

MLFGX performance shows a YTD return of 10.46%. The 1-year return is 14.48% and the 5-year return is 6.82%. MLFGX dividend yield stands at 6.63%, paid annually.

MLFGX top holdings include Mfs Blended Research Mid Cap Equity Fund (8.7%), Mfs Blended Research International Equity Fund (8.5%), Mfs Inflation Adjusted Bond Fund (5.3%), Mfs Value Fund (4.9%), Mfs Blended Research Value Equity Fund (4.9%). Go to all MLFGX holdings, MLFGX sectors, or MLFGX dividends.

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