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Nasdaq - Delayed Quote USD

MFS Lifetime 2040 R1 (MLFEX)

18.00
-0.36
(-1.96%)
As of 8:06:38 AM EDT. Market Open.
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  • Previous Close 18.36
  • YTD Return -0.26%
  • Expense Ratio 1.56%
  • 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 1.90%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.37
  • 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 R1

Performance Overview: MLFEX

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

YTD Return

MLFEX
0.26%
Category
10.80%
 

1-Year Return

MLFEX
4.05%
Category
33.59%
 

3-Year Return

MLFEX
4.29%
Category
12.99%
 

5-Year Return

MLFEX
12.14%
Category
12.87%
 

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MLTEX MFS Lifetime 2030 R1
15.07
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MLFAX MFS Lifetime 2040 A
18.19
-1.94%
 
MLFCX MFS Lifetime 2040 C
17.77
-1.99%
 
MLLGX MFS Lifetime Income R2
11.80
-1.01%
 
MLFGX MFS Lifetime 2040 R2
18.08
-1.95%
 
MAAFX MFS Aggressive Growth Allocation Fund
26.39
-2.04%
 
MACKX MFS Conservative Allocation Fund
15.16
-1.11%
 
MLLCX MFS Lifetime Income C
11.80
-0.92%
 
MIRGX MFS Massachusetts Inv Gr Stk R2
35.86
-3.19%
 
MLFBX MFS Lifetime 2040 B
18.20
-1.94%
 
MAMFX MFS Moderate Allocation Fund
17.44
-1.58%
 
MFWVX MFS WV Municipal Bond A
9.81
+2.40%
 
MITDX MFS Massachusetts Investors Tr R4
33.51
-2.98%
 
MIRTX MFS Massachusetts Investors Tr R2
30.02
-2.97%
 
MSNYX MFS NY Municipal Bond A
9.75
+2.63%
 
MITHX MFS Massachusetts Investors Tr R3
32.39
-2.97%
 

Holdings: MLFEX

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Sector Weightings

SectorMLFEX
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: MLFEX

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Research Reports: MLFEX

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