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MFS Lifetime 2040 R1 (MLFEX)

14.30 Up 0.05(0.35%) Aug 19
Prev Close:14.30
YTD Return*:2.18%
Net Assets*:263.74M

* As of 31-Jul-14

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


  • No Headlines available for MLFEX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MFS® Growth R511.99N/A
MFS® Value R511.96N/A
MFS® Mid Cap Value R510.04N/A
MFS® Mid Cap Growth R510.00N/A
MFS® Research R57.98N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:263.74M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:2.18%
5y Avg Return:13.11%
Rank in Category (ytd):98
% Rank in Category (ytd):42.06%
Beta (3y):1.53
Morningstar Risk Rating:3

Fund Summary

The investment seeks a high level of total return. The fund is designed to provide diversification among different asset classes by investing the majority of assets in other MFS mutual funds, referred to as underlying funds. Within the stock fund allocations, MFS seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). Within the bond fund allocation, MFS includes underlying funds with varying degrees of interest rate and credit exposure. View More
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