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Nasdaq - Delayed Quote USD

MFS Lifetime 2040 A (MLFAX)

18.19
-0.36
(-1.94%)
As of 8:06:38 AM EDT. Market Open.
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  • Previous Close 18.55
  • YTD Return -0.05%
  • Expense Ratio 0.81%
  • Category Target-Date 2040
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 767.86M
  • Beta (5Y Monthly) 1.15
  • Yield 2.62%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.52
  • Inception Date Sep 29, 2005

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS

Fund Family

Target-Date 2040

Fund Category

767.86M

Net Assets

2005-09-29

Inception Date

More about MFS Lifetime 2040 A

Performance Overview: MLFAX

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Trailing returns as of 4/10/2025. Category is Target-Date 2040.

YTD Return

MLFAX
0.05%
Category
10.80%
 

1-Year Return

MLFAX
4.87%
Category
33.59%
 

3-Year Return

MLFAX
5.07%
Category
12.99%
 

5-Year Return

MLFAX
12.98%
Category
12.87%
 

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MLLAX MFS Lifetime Income A
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MUEAX MFS Blended Research Core Equity A
31.55
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MFFSX MFS Lifetime 2050 A
21.67
-2.12%
 
MAGWX MFS Growth Allocation Fund
22.81
-1.81%
 
MVCAX MFS Mid Cap Value A
27.16
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MFGSX MFS Government Securities A
8.54
-0.35%
 
MFWTX MFS Global Total Return A
16.11
-0.74%
 
MQLFX MFS Limited Maturity A
5.85
0.00%
 
MAAGX MFS Aggressive Growth Allocation Fund
27.82
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MACFX MFS Conservative Allocation Fund
15.87
-1.06%
 
MTLFX MFS Municipal Limited Maturity A
7.88
+0.90%
 
MFIOX MFS Income A
5.80
-0.51%
 
MGRAX MFS International Growth A
41.03
+0.59%
 
MWEFX MFS Global Equity A
41.01
-1.75%
 
MRGAX MFS Core Equity A
45.16
-3.67%
 

Holdings: MLFAX

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Sector Weightings

SectorMLFAX
Technology   18.80%
Financial Services   17.41%
Industrials   13.26%
Healthcare   10.16%
Consumer Cyclical   8.59%
Real Estate   8.43%
Communication Services   6.15%
Consumer Defensive   5.55%
Basic Materials   4.25%
Energy   4.10%
Utilities   3.30%
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Recent News: MLFAX

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Research Reports: MLFAX

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