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MFS Lifetime 2040 R1 MLFEX

Analyst rating as of
NAV / 1-Day Return
18.91  /  1.15 %
Total Assets
591.9 Mil
Adj. Expense Ratio
1.570%
Expense Ratio
1.570%
Fee Level
High
Longest Manager Tenure
16.32 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
3.95%
Turnover
27%
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Morningstar’s Analysis

Will MLFEX outperform in future?

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

A beneficiary of the broader firm’s strength.

Associate Analyst

Summary

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MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, but a risky glide path and modest supporting resources mute its appeal. Most share classes receive a Morningstar Analyst Rating of Neutral, while the pricier R1, B, and C share classes are rated Negative.

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