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MFS Lifetime 2040 Fund (MLFJX)
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18.73 - YTD Return 6.88%
- 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 1.73%
- 5y Average Return --
- Holdings Turnover 18.00%
- Last Dividend 0.34
- 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
Performance Overview: MLFJX
Trailing returns as of 4/22/2024. Category is Target-Date 2040.
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MLLJX MFS Lifetime Income Fund
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VSMIX Invesco Small Cap Value Y
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VSEIX JPMorgan Small Cap Equity I
53.64
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HSRUX Carillon Eagle Small Cap Growth R6
28.40
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JDVWX JHancock Disciplined Value R6
23.85
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LTMUX MFS Lifetime 2045 R4
18.61
+0.92%
AIANX American Century Inflation Adjs Bond R5
10.21
0.00%
LFIUX MFS Lifetime 2055 R4
19.29
+0.94%
LFEUX MFS Lifetime 2035 R4
17.14
+0.71%
JCPUX JPMorgan Core Plus Bond R6
7.02
0.00%
LTTUX MFS Lifetime 2025 R4
13.09
+0.38%
MINHX MFS International Intrinsic Value Fund
39.03
+0.77%
MLFHX MFS Lifetime 2040 Fund
18.61
+0.87%
MIGKX MFS Massachusetts Investors Growth Stock Fund
41.01
+1.06%
Holdings: MLFJX
Top 10 Holdings (56.45% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMLFJX
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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