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MFS Lifetime 2040 Fund (MLFCX)

18.08 -0.03 (-0.17%)
At close: 8:00 PM EDT
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  • Previous Close 18.11
  • YTD Return 6.61%
  • Expense Ratio 0.57%
  • Category Target-Date 2040
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 791.59M
  • Beta (5Y Monthly) 1.19
  • Yield 0.90%
  • 5y Average Return --
  • Holdings Turnover 18.00%
  • Last Dividend 0.17
  • Inception Date Sep 29, 2005

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS

Fund Family

Target-Date 2040

Fund Category

791.59M

Net Assets

2005-09-29

Inception Date

More about MFS Lifetime 2040 Fund

Performance Overview: MLFCX

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Trailing returns as of 4/18/2024. Category is Target-Date 2040.

YTD Return

MLFCX
6.61%
Category
10.80%
 

1-Year Return

MLFCX
17.53%
Category
33.59%
 

3-Year Return

MLFCX
5.08%
Category
12.99%
 

5-Year Return

MLFCX
8.61%
Category
12.87%
 

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MLTCX MFS Lifetime 2030 Fund
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MLLCX MFS Lifetime Income Fund
11.98
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MLFAX MFS Lifetime 2040 Fund
18.50
-0.16%
 
MLTAX MFS Lifetime 2030 Fund
15.63
-0.26%
 
MLFGX MFS Lifetime 2040 Fund
18.39
-0.16%
 
MQLCX MFS Limited Maturity C
5.73
-0.17%
 
MGRCX MFS International Growth C
35.70
-0.20%
 
MWECX MFS Global Equity C
38.39
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MLFEX MFS Lifetime 2040 Fund
18.32
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MLLGX MFS Lifetime Income Fund
11.99
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MRICX MFS Research International C
20.83
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MIOCX MFS Income Fund
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-0.17%
 
MRBCX MFS Total Return Bond C
9.20
-0.33%
 
MHOCX MFS Global High Yield C
5.36
0.00%
 
MIAAX MFS Inflation-Adjusted Bond A
8.89
-0.22%
 
MIRGX MFS Massachusetts Investors Growth Stock Fund
38.80
-0.39%
 

Holdings: MLFCX

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Top 10 Holdings (56.45% of Total Assets)

SymbolCompany% Assets
BMSYX
MFS Blended Research Mid Cap Eq R6 9.25%
BRXVX
MFS Blended Research Intl Eq R6 8.86%
BRUNX
MFS Blended Research Value Equity R6 5.09%
MEIKX
MFS Value R6 5.09%
MFEKX
MFS Growth R6 4.80%
BRWVX
MFS Blended Research Growth Eq R6 4.75%
OTCKX
MFS Mid Cap Growth R6 4.68%
MVCKX
MFS Mid Cap Value R6 4.65%
MUEVX
MFS Blended Research Core Equity R6 4.65%
MFRKX
MFS Research R6 4.64%

Sector Weightings

SectorMLFCX
Technology   18.86%
Financial Services   14.83%
Industrials   13.97%
Healthcare   11.44%
Consumer Cyclical   9.29%
Real Estate   7.99%
Communication Services   5.58%
Consumer Defensive   5.57%
Basic Materials   5.16%
Energy   4.31%
Utilities   2.99%
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