MLFKX Mutual Fund

MLFKX Mutual Fund (MFS Lifetime 2040 Fund Class R6) is managed by MFS Investment Management with $454.5M in net assets. MLFKX expense ratio is 0.42%, holding 29 positions across various sectors. Inception date: 2016-08-29.

MLFKX performance shows a YTD return of 9.16%. The 1-year return is 16.17% and the 5-year return is 7.61%. MLFKX dividend yield stands at 7.19%, paid annually.

MLFKX top holdings include Bought TRY Sold USD 20251017 (8.8%), Bank Of America Corp. 5.045% 2/6/2037 (Usd-Sofr + 1.13% On 2/6/2036) (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Mfs Blended Research Value Equity Fund (5.0%), Bought TWD Sold USD 20260423 (5.0%). Go to all MLFKX holdings, MLFKX sectors, or MLFKX dividends.

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