Dow Down 0.16% Nasdaq Down 0.17%

MFS Lifetime 2040 I (MLFIX)

14.11 Down 0.15(1.05%) Oct 1
Prev Close:14.11
YTD Return*:5.14%
Net Assets*:263.73M

* As of 31-Aug-14

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


  • No Headlines available for MLFIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MFS® Value R511.68N/A
MFS® Growth R511.68N/A
MFS® Mid Cap Value R59.73N/A
MFS® Mid Cap Growth R59.73N/A
MFS® Research International R57.78N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:263.73M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:5.14%
5y Avg Return:14.00%
Rank in Category (ytd):92
% Rank in Category (ytd):39.48%
Beta (3y):1.52
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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