MLFJX Mutual Fund
MLFJX Mutual Fund
MLFJX Mutual Fund
MFS Lifetime 2040 Fund Class R4
MLFJX Mutual Fund Overview
MLFJX Mutual Fund (MFS Lifetime 2040 Fund Class R4) is managed by MFS Investment Management with $42.5M in net assets. MLFJX expense ratio is 0.53%, holding 33 positions across various sectors. Inception date: 2005-09-29.
MLFJX performance shows a YTD return of 10.86%. The 1-year return is 15.08% and the 5-year return is 7.36%. MLFJX dividend yield stands at 6.92%, paid annually.
MLFJX top holdings include Mfs Blended Research Mid Cap Equity Fund (8.7%), Mfs Blended Research International Equity Fund (8.5%), Mfs Inflation Adjusted Bond Fund (5.3%), Mfs Value Fund (4.9%), Mfs Blended Research Value Equity 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.