MLFAX Mutual Fund

MLFAX Mutual Fund (MFS Lifetime 2040 Fund Class A) is managed by MFS Investment Management with $86.8M in net assets. MLFAX expense ratio is 0.78%, holding 33 positions across various sectors. Inception date: 2005-09-29.

MLFAX performance shows a YTD return of 7.99%. The 1-year return is 10.18% and the 5-year return is 7.43%. MLFAX dividend yield stands at 2.45%.

MLFAX 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 MLFAX holdings, MLFAX sectors, or MLFAX dividends.

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