The MFS Lifetime target-date series benefits from the firm's well-regarded fund lineup, and management has faithfully carried out its well-researched allocation framework.
MFS Lifetime 2040 Fund Class R4 MLFJX
- NAV / 1-Day Return 23.38 / −0.13 %
- Total Assets 833.4M
-
Adj. Expense Ratio
0.560%
- Expense Ratio 0.000
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.44%
- Turnover 13%
USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 9:59 AM GMT+0
Morningstar’s Analysis MLFJX
Will MLFJX outperform in the 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 54.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Mid Cap Eq R6 | 8.69 | 72M | — |
MFS Blended Research Intl Eq R6 | 8.46 | 70M | — |
MFS Inflation-Adjusted Bond R6 | 5.30 | 44M | — |
MFS Value R6 | 4.87 | 40M | — |
MFS Blended Research Value Equity R6 | 4.86 | 40M | — |
MFS Blended Research Core Equity R6 | 4.51 | 37M | — |
MFS Research R6 | 4.51 | 37M | — |
MFS Growth R6 | 4.44 | 37M | — |
MFS Blended Research Growth Eq R6 | 4.43 | 36M | — |
MFS Mid Cap Value R6 | 4.33 | 36M | — |
United States