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.
- NAV / 1-Day Return 17.23 / 1.15 %
- Total Assets 586.6 Mil
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Adj. Expense Ratio
- Expense Ratio 0.810%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Status Open
- TTM Yield 2.19%
- Turnover 14%
Morningstar’s Analysis MLFHX
Will MLFHX outperform in future?
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