MLFBX Mutual Fund (MFS Lifetime 2040 Fund Class B) is managed by MFS Investment Management with $385,279.32 in net assets. MLFBX expense ratio is 1.56%, holding 29 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLFBX performance shows a YTD return of 8.39%. The 1-year return is 15.16% and the 5-year return is 6.67%. MLFBX dividend yield stands at 5.63%, paid annually.

MLFBX top holdings include Piraeus Bank Sa Regs 04/30 Var (8.8%), United States Treasury Note/Bond 0.0363 10/31/2030 (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Mfs Blended Research Value Equity Fund (5.0%), Bought THB Sold USD 20260417 (5.0%). View all MLFBX holdings, sector breakdown, or dividend history.

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