MLFGX Mutual Fund
MLFGX Mutual Fund
MLFGX Mutual Fund
MFS Lifetime 2040 Fund Class R2
MLFGX Mutual Fund Overview
MLFGX Mutual Fund (MFS Lifetime 2040 Fund Class R2) is managed by MFS Investment Management with $45.3M in net assets. MLFGX expense ratio is 1.06%, holding 29 positions across various sectors. Inception date: 2005-09-29.
MLFGX performance shows a YTD return of 8.71%. The 1-year return is 15.43% and the 5-year return is 7.26%. MLFGX dividend yield stands at 6.63%, paid annually.
MLFGX 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 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.