MLFHX Mutual Fund (MFS Lifetime 2040 Fund Class R3) is managed by MFS Investment Management with $182.0M in net assets. MLFHX expense ratio is 0.81%, holding 29 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLFHX performance shows a YTD return of 8.91%. The 1-year return is 16.06% and the 5-year return is 7.47%. MLFHX dividend yield stands at 6.94%, paid annually.

MLFHX top holdings include Directv Financing, Llc 8.875% 2/1/2030 (8.8%), Mfra 2025-Nqm5 A1 Mfra 2025-Nqm5 A1 (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Inr/USD Fwd 20260318 (5.0%), Mfs Value Fund (5.0%). View all MLFHX holdings, sector breakdown, or dividend history.

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