MLFGX Mutual Fund (MFS Lifetime 2040 Fund Class R2) is managed by MFS Investment Management with $44.3M in net assets. MLFGX expense ratio is 1.06%, holding 29 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLFGX performance shows a YTD return of 8.71%. The 1-year return is 15.72% and the 5-year return is 7.20%. MLFGX dividend yield stands at 6.75%, paid annually.

MLFGX top holdings include Mfs Blended Research Mid Cap Equity Fund (8.8%), Mfs Blended Research International Equity Fund (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Vistra Operations Co Llc Company Guar 144A 07/27 5 (5.0%), S&P/Tsx 60 Ix Fut Dec25 Physical Index Future. (5.0%). View all MLFGX holdings, sector breakdown, or dividend history.

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