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MFS Lifetime 2040 C MLFCX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 18.03  /  0.06 %
  • Total Assets 747.9 Mil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.570%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.96%
  • Turnover 18%

Morningstar’s Analysis MLFCX

Will MLFCX 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 MLFCX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 28
  • % Assets in Top 10 Holdings 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Blended Research Mid Cap Eq R6

9.12
66,490,147

MFS Blended Research Intl Eq R6

8.94
65,209,066

MFS Value R6

5.09
37,156,979

MFS Blended Research Value Equity R6

5.07
36,983,044

MFS Blended Research Growth Eq R6

4.65
33,945,719

MFS Growth R6

4.65
33,883,404

MFS Research R6

4.59
33,463,759

MFS Blended Research Core Equity R6

4.59
33,463,497

MFS Mid Cap Value R6

4.56
33,293,317

MFS Mid Cap Growth R6

4.55
33,209,546