MFS Lifetime 2040 Fund Class A MLFAX Strategy
Strategy
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund will seek total return through a combination of current income and capital appreciation. 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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
MLFIX
| MFS Lifetime 2040 Fund Class I | Institutional | Open | $16.34M | 0.530% | Above Average | $0 | −$1.64M | |||
MLFAX
| MFS Lifetime 2040 Fund Class A | Front Load | Open | $86.54M | 0.780% | Below Average | $1,000 | −$4.20M | |||
MLFBX
| MFS Lifetime 2040 Fund Class B | Deferred Load | Closed | $320,591.00 | 1.530% | Low | $1,000 | −$423,552.88 | |||
MLFCX
| MFS Lifetime 2040 Fund Class C | Level Load | Open | $5.91M | 1.530% | Above Average | $1,000 | −$468,053.78 | |||
MLFJX
| MFS Lifetime 2040 Fund Class R4 | Retirement, Large | Open | $42.62M | 0.530% | Above Average | $0 | −$6.84M | |||
MLFKX
| MFS Lifetime 2040 Fund Class R6 | Retirement, Large | Open | $433.34M | 0.390% | Average | $0 | −$54.82M | |||
MLFHX
| MFS Lifetime 2040 Fund Class R3 | Retirement, Medium | Open | $169.01M | 0.780% | Below Average | $0 | −$55.14M | |||
MLFGX
| MFS Lifetime 2040 Fund Class R2 | Retirement, Medium | Open | $44.64M | 1.030% | Average | $0 | −$2.01M | |||
MLFEX
| MFS Lifetime 2040 Fund Class R1 | Retirement, Small | Open | $2.43M | 1.530% | High | $0 | −$929,633.51 |
United States