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.
MFS Lifetime 2040 R2 MLFGX
- NAV / 1-Day Return 19.60 / +1.08 %
- Total Assets 772.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.070%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.32%
- Turnover 18%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis MLFGX
Will MLFGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Blended Research Mid Cap Eq R6 | 9.10 | 72.2 Mil | — |
MFS Blended Research Intl Eq R6 | 8.77 | 69.6 Mil | — |
MFS Blended Research Value Equity R6 | 5.05 | 40.0 Mil | — |
MFS Value R6 | 5.04 | 39.9 Mil | — |
MFS Blended Research Growth Eq R6 | 4.85 | 38.5 Mil | — |
MFS Growth R6 | 4.82 | 38.2 Mil | — |
MFS Blended Research Core Equity R6 | 4.71 | 37.3 Mil | — |
MFS Research R6 | 4.68 | 37.1 Mil | — |
MFS Inflation-Adjusted Bond R6 | 4.57 | 36.2 Mil | — |
MFS Mid Cap Growth R6 | 4.56 | 36.2 Mil | — |