MLFHX Mutual Fund

MLFHX Mutual Fund (MFS Lifetime 2040 Fund Class R3) is managed by MFS Investment Management with $182.4M in net assets. MLFHX expense ratio is 0.81%, holding 29 positions across various sectors. Inception date: 2005-09-29.

MLFHX performance shows a YTD return of 8.91%. The 1-year return is 15.72% and the 5-year return is 7.53%. MLFHX dividend yield stands at 6.82%, paid annually.

MLFHX 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 MLFHX holdings, MLFHX sectors, or MLFHX dividends.

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