MLFJX Mutual Fund

MLFJX Mutual Fund (MFS Lifetime 2040 Fund Class R4) is managed by MFS Investment Management with $43.4M in net assets. MLFJX expense ratio is 0.56%, holding 29 positions across various sectors. Inception date: 2005-09-29.

MLFJX performance shows a YTD return of 9.05%. The 1-year return is 16.02% and the 5-year return is 7.80%. MLFJX dividend yield stands at 6.92%, paid annually.

MLFJX 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 MLFJX holdings, MLFJX sectors, or MLFJX dividends.

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