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MFS Lifetime 2040 R3 MLFHX

Analyst rating as of
NAV / 1-Day Return
18.76  /  0.64 %
Total Assets
588.2 Mil
Adj. Expense Ratio
0.820%
Expense Ratio
0.820%
Fee Level
Low
Longest Manager Tenure
16.33 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
4.65%
Turnover
27%
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Morningstar’s Analysis

Will MLFHX 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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