MLFGX Mutual Fund

MLFGX Mutual Fund (MFS Lifetime 2040 Fund Class R2) is managed by MFS Investment Management with $45.8M 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 6.90%. MLFGX dividend yield stands at 6.74%, paid annually.

MLFGX top holdings include Charles Schwab Corporation (The) 4.914 11/14/2036 (8.8%), Mfs Blended Research International Equity Fund (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Purchased Usd / Sold Eur (5.0%), S&P/Tsx 60 Ix Fut Dec25 Physical Index Future. (5.0%). 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.