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MFS Lifetime 2040 R1 MLFEX

Analyst rating as of
  • NAV / 1-Day Return 16.99  /  0.59 %
  • Total Assets 578.1 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.560%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.38%
  • Turnover 14%

Morningstar’s Analysis MLFEX

Will MLFEX 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.

Summary

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The MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, and management has consistently carried out a long-term strategy that is competitive with industry peers. With an upgrade to the Process rating, the three cheapest share classes earn a Morningstar Analyst Rating of Bronze, while six more expensive share classes receive Neutral ratings.

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