MLFIX Mutual Fund

MLFIX Mutual Fund (MFS Lifetime 2040 Fund Class I) is managed by MFS Investment Management with $16.4M in net assets. MLFIX expense ratio is 0.53%, holding 33 positions across various sectors. Inception date: 2005-09-29.

MLFIX performance shows a YTD return of 8.20%. The 1-year return is 10.48% and the 5-year return is 7.36%. MLFIX dividend yield stands at 2.65%.

MLFIX 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 MLFIX holdings, MLFIX sectors, or MLFIX dividends.

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