MFS Lifetime 2040 FundMLFIX
Type
Mutual fund
Peer group
Target-date
Net assets
$834.3M
Expense ratio
0.56%
1-year return
+21.7%
3 years, a year
+14.6%
5 years, a year
+7.9%
Holdings
29
What it aims to do.
The funds investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Blended Research Mid Cap Equity Fund | 8.94% |
| MFS Blended Research International Equity Fund | 8.51% |
| MFS Inflation Adjusted Bond Fund | 5.02% |
| MFS Blended Research Value Equity Fund | 4.97% |
| MFS Value Fund | 4.87% |
| MFS Growth Fund | 4.69% |
| MFS Blended Research Growth Equity Fund | 4.64% |
| MFS Blended Research Core Equity Fund | 4.62% |
| MFS Research Fund | 4.59% |
| MFS Mid Cap Growth Fund | 4.46% |
More on MLFIX.
- MLFIX overview
- MLFIX holdings
- MLFIX risk
- MLFIX costs
- MLFIX money in and out
- MLFIX share classes
- Compare MLFIX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.