MLFAX Mutual Fund (MFS Lifetime 2040 Fund Class A) is managed by MFS Investment Management with $86.6M in net assets. MLFAX expense ratio is 0.81%, holding 29 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLFAX performance shows a YTD return of 8.86%. The 1-year return is 15.98% and the 5-year return is 7.47%. MLFAX dividend yield stands at 6.97%, paid annually.

MLFAX top holdings include Macquarie Bank Limited (8.8%), Mfs Blended Research International Equity Fund (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Mfs Blended Research Value Equity Fund (5.0%), Mfs Value Fund (5.0%). View all MLFAX holdings, sector breakdown, or dividend history.

MLFAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MLFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.