MLFEX Mutual Fund

MLFEX Mutual Fund (MFS Lifetime 2040 Fund Class R1) is managed by MFS Investment Management with $2.5M in net assets. MLFEX expense ratio is 1.53%, holding 33 positions across various sectors. Inception date: 2005-09-29.

MLFEX performance shows a YTD return of 7.42%. The 1-year return is 9.41% and the 5-year return is 6.28%. MLFEX dividend yield stands at 1.74%.

MLFEX 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 MLFEX holdings, MLFEX sectors, or MLFEX dividends.

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