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    MFS Lifetime 2040 R2 (MLFGX)

    14.16 Down 0.06(0.42%) Jan 27
    Prev Close:14.22
    YTD Return*:3.52%
    Net Assets*:286.97M
    Yield*:1.20%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for MLFGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS® Growth R512.10N/A
    MFS® Value R512.06N/A
    MFS® Mid Cap Growth R510.02N/A
    MFS® Mid Cap Value R59.99N/A
    MFS® Research R58.00N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:286.97M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.50%

    Performance & Risk

    YTD Return:3.52%
    5y Avg Return:11.02%
    Rank in Category (ytd):85
    % Rank in Category (ytd):37.44%
    Beta (3y):1.41
    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 for investors with the approximate retirement year in the fund's name. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds. View More
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