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    MFS Lifetime 2040 B (MLFBX)

    14.00 Up 0.23(1.67%) Jun 29
    Prev Close:13.77
    YTD Return*:3.51%
    Net Assets*:348.14M

    * As of 31-May-16

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for MLFBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS Growth R511.96N/A
    MFS Value R511.93N/A
    MFS Mid Cap Value R59.98N/A
    MFS Mid Cap Growth R59.96N/A
    MFS Research R58.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:348.14M
    Category:Target-Date 2040
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:3.51%
    5y Avg Return:6.07%
    Rank in Category (ytd):12
    % Rank in Category (ytd):4.67%
    Beta (3y):1.40
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds. View More
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