MLFIX Mutual Fund
MLFIX Mutual Fund
MLFIX Mutual Fund
MFS Lifetime 2040 Fund Class I
MLFIX Mutual Fund Overview
MLFIX Mutual Fund (MFS Lifetime 2040 Fund Class I) is managed by MFS Investment Management with $16.4M in net assets. MLFIX expense ratio is 0.56%, holding 29 positions across various sectors. Inception date: 2005-09-29.
MLFIX performance shows a YTD return of 9.06%. The 1-year return is 16.00% and the 5-year return is 7.81%. MLFIX dividend yield stands at 6.99%, paid annually.
MLFIX 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 MLFIX holdings, MLFIX sectors, or MLFIX dividends.
MLFIX can be compared against other funds. Use MLFIX overlap to find shared positions, or MLFIX vs another fund for a side-by-side view. MLFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.