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    MFS Lifetime 2040 C (MLFCX)

    13.96 Up 0.02(0.14%) May 26
    Prev Close:13.94
    YTD Return*:2.15%
    Net Assets*:340.23M

    * As of 30-Apr-16

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


    • No Headlines available for MLFCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS® Growth R511.88N/A
    MFS® Value R511.87N/A
    MFS® Mid Cap Value R59.91N/A
    MFS® Mid Cap Growth R59.90N/A
    MFS® Research R57.95N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:340.23M
    Category:Target-Date 2040
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:2.15%
    5y Avg Return:5.56%
    Rank in Category (ytd):21
    % Rank in Category (ytd):8.17%
    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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