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MFS Lifetime 2040 A MLFAX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 19.31  /  −0.46 %
  • Total Assets 788.4 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.59%
  • Turnover 18%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 10:57 PM GMT+0

Morningstar’s Analysis MLFAX

Will MLFAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A beneficiary of the firm's breadth and depth of resources.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The MFS Lifetime target-date series benefits from the firm’s well-regarded active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.

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Portfolio Holdings MLFAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Blended Research Mid Cap Eq R6

9.12 70.0 Mil

MFS Blended Research Intl Eq R6

8.99 69.0 Mil

MFS Value R6

5.09 39.1 Mil

MFS Blended Research Value Equity R6

5.08 39.0 Mil

MFS Blended Research Growth Eq R6

4.65 35.6 Mil

MFS Growth R6

4.63 35.5 Mil

MFS Blended Research Core Equity R6

4.59 35.2 Mil

MFS Mid Cap Value R6

4.59 35.2 Mil

MFS Research R6

4.57 35.0 Mil

MFS Inflation-Adjusted Bond R6

4.56 35.0 Mil