MLFKX Mutual Fund

MLFKX Mutual Fund (MFS Lifetime 2040 Fund Class R6) is managed by MFS Investment Management with $433.1M in net assets. MLFKX expense ratio is 0.39%, holding 33 positions across various sectors. Inception date: 2016-08-29.

MLFKX performance shows a YTD return of 10.98%. The 1-year return is 15.22% and the 5-year return is 7.85%. MLFKX dividend yield stands at 7.07%, paid annually.

MLFKX 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 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.