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 $16.1M in net assets. MLFIX expense ratio is 0.53%, holding 29 positions across various sectors. Inception date: 2005-09-29.
MLFIX performance shows a YTD return of 8.63%. The 1-year return is 10.67% and the 5-year return is 6.79%. MLFIX dividend yield stands at 2.64%, paid annually.
MLFIX top holdings include Mfs Blended Research Mid Cap Equity Fund (8.6%), Mfs Blended Research International Equity Fund (8.3%), Mfs Inflation Adjusted Bond Fund (5.4%), Mfs Blended Research Value Equity Fund (4.8%), Mfs Value Fund (4.8%). 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.