MLFCX Mutual Fund

MLFCX Mutual Fund (MFS Lifetime 2040 Fund Class C) is managed by MFS Investment Management with $6.0M in net assets. MLFCX expense ratio is 1.53%, holding 33 positions across various sectors. Inception date: 2005-09-29.

MLFCX performance shows a YTD return of 7.37%. The 1-year return is 9.34% and the 5-year return is 6.63%. MLFCX dividend yield stands at 1.72%.

MLFCX 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 MLFCX holdings, MLFCX sectors, or MLFCX dividends.

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