Nasdaq - Delayed Quote USD

MFS Lifetime 2040 C (MLFCX)

18.38
-0.61
(-3.21%)
As of 8:06:39 AM EDT. Market Open.
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  • Previous Close 18.99
  • YTD Return 2.49%
  • Expense Ratio 1.56%
  • Category Target-Date 2040
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 782.03M
  • Beta (5Y Monthly) 1.15
  • Yield 1.81%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.36
  • 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

782.03M

Net Assets

2005-09-29

Inception Date

More about MFS Lifetime 2040 C

Performance Overview: MLFCX

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Trailing returns as of 4/2/2025. Category is Target-Date 2040.

YTD Return

MLFCX
2.49%
Category
10.80%
 

1-Year Return

MLFCX
10.42%
Category
33.59%
 

3-Year Return

MLFCX
5.67%
Category
12.99%
 

5-Year Return

MLFCX
9.46%
Category
12.87%
 

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MLTCX MFS Lifetime 2030 C
15.26
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MLLCX MFS Lifetime Income C
12.08
-0.90%
 
MLFAX MFS Lifetime 2040 A
18.80
-3.24%
 
MLTAX MFS Lifetime 2030 A
15.59
-1.45%
 
MLFGX MFS Lifetime 2040 R2
18.69
-3.21%
 
MQLCX MFS Limited Maturity C
5.89
+0.17%
 
MGRCX MFS International Growth C
37.79
-1.54%
 
MWECX MFS Global Equity C
34.72
-2.83%
 
MLFEX MFS Lifetime 2040 R1
18.62
-3.22%
 
MLLGX MFS Lifetime Income R2
12.09
-0.90%
 
MRICX MFS Research International C
21.78
-1.67%
 
MIOCX MFS Income C
5.89
+0.17%
 
MRBCX MFS Total Return Bond C
9.61
+0.42%
 
MHOCX MFS Global High Yield C
5.52
-0.72%
 
MIAAX MFS Inflation-Adjusted Bond A
9.25
+0.76%
 
MIRGX MFS Massachusetts Inv Gr Stk R2
36.95
-4.15%
 

Holdings: MLFCX

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Sector Weightings

SectorMLFCX
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: MLFCX

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Research Reports: MLFCX

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