MLFIX Mutual Fund (MFS Lifetime 2040 Fund Class I) is managed by MFS Investment Management with $16.3M in net assets. MLFIX expense ratio is 0.56%, holding 29 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLFIX performance shows a YTD return of 9.02%. The 1-year return is 16.35% and the 5-year return is 7.75%. MLFIX dividend yield stands at 7.11%, paid annually.

MLFIX top holdings include Mfs Blended Research Mid Cap Equity Fund (8.8%), Bought CAD Sold USD 20260402 (8.7%), Mfs Inflation Adjusted Bond Fund (5.1%), Forward Foreign Currency Contract (5.0%), Irs MXN 8.41000 11/14/24-1Y* (Wht) Cme (5.0%). View all MLFIX holdings, sector breakdown, or dividend history.

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