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MFS Lifetime 2040 B MLFBX

Analyst rating as of
NAV / 1-Day Return
18.84  /  0.69 %
Total Assets
559.3 Mil
Adj. Expense Ratio
1.590%
Expense Ratio
1.590%
Fee Level
Low
Longest Manager Tenure
15.41 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Closed
TTM Yield
0.32%
Turnover
13%
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Morningstar’s Analysis

Will MLFBX outperform in future?

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

An engine of strong underlying managers lacks the room to run.

Summary

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The MFS Lifetime target-date series has been dealt a hand of well-regarded underlying funds to invest in, but a risky glide path and uncompetitive fees mute the appeal. Most share classes achieve a Morningstar Analyst Rating of Neutral, while the pricier R1, B, and C share classes are rated Negative.

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