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MFS Lifetime 2040 R4 (MLFJX)

14.64 Up 0.02(0.14%) Nov 20
Prev Close:14.62
YTD Return*:3.85%
Net Assets*:264.41M
Yield*:1.34%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for MLFJX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MFS® Value R512.11N/A
MFS® Growth R512.11N/A
MFS® Mid Cap Growth R510.04N/A
MFS® Mid Cap Value R59.93N/A
MFS® Research R58.07N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:264.41M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:3.85%
5y Avg Return:13.14%
Rank in Category (ytd):82
% Rank in Category (ytd):35.19%
Beta (3y):1.42
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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