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    MFS Lifetime 2040 R3 (MLFHX)

    14.72 Down 0.04(0.27%) Mar 4
    Prev Close:14.76
    YTD Return*:-1.26%
    Net Assets*:288.68M
    Yield*:1.46%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for MLFHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS® Value R511.87N/A
    MFS® Growth R511.87N/A
    MFS® Mid Cap Value R59.89N/A
    MFS® Mid Cap Growth R59.89N/A
    MFS® Research International R57.91N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:288.68M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:-1.26%
    5y Avg Return:11.78%
    Rank in Category (ytd):62
    % Rank in Category (ytd):24.12%
    Beta (3y):1.43
    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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