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Nasdaq - Delayed Quote USD

MFS Lifetime 2040 R3 (MLFHX)

19.31
+0.05
+(0.26%)
At close: May 1 at 6:47:09 PM EDT
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  • Previous Close 19.26
  • 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) 1.16
  • Yield 2.60%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.51
  • 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 R3

Performance Overview: MLFHX

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Trailing returns as of 5/1/2025. Category is Target-Date 2040.

YTD Return

MLFHX
0.05%
Category
10.80%
 

1-Year Return

MLFHX
4.84%
Category
33.59%
 

3-Year Return

MLFHX
5.08%
Category
12.99%
 

5-Year Return

MLFHX
12.98%
Category
12.87%
 

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MMUHX MFS Utilities R3
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MAGEX MFS Growth Allocation Fund
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MSFHX MFS Total Return R3
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MLINX NYLI Winslow Large Cap Growth Inv Class
8.57
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MITHX MFS Massachusetts Investors Tr R3
34.12
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Holdings: MLFHX

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Sector Weightings

SectorMLFHX
Technology   18.46%
Financial Services   17.79%
Industrials   13.01%
Healthcare   10.30%
Real Estate   8.57%
Consumer Cyclical   8.50%
Communication Services   6.04%
Consumer Defensive   5.65%
Basic Materials   4.27%
Energy   4.13%
Utilities   3.28%
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Recent News: MLFHX

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Research Reports: MLFHX

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