MLFKX Mutual Fund

MLFKX Mutual Fund (MFS Lifetime 2040 Fund Class R6) is managed by MFS Investment Management with $364.0M in net assets. MLFKX expense ratio is 0.39%, holding 29 positions across various sectors. Inception date: 2016-08-29.

MLFKX performance shows a YTD return of 8.78%. The 1-year return is 10.81% and the 5-year return is 7.28%. MLFKX dividend yield stands at 2.75%, paid annually.

MLFKX 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 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.