MLFJX Mutual Fund (MFS Lifetime 2040 Fund Class R4) is managed by MFS Investment Management with $42.7M in net assets. MLFJX expense ratio is 0.56%, holding 29 positions across sectors including Other, Unknown. Inception date: 2005-09-29.

MLFJX performance shows a YTD return of 9.05%. The 1-year return is 16.31% and the 5-year return is 7.74%. MLFJX dividend yield stands at 7.05%, paid annually.

MLFJX 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%), Mfs Blended Research Value Equity Fund (5.0%), Turkiye Cumhuriyeti Ziraat Bankasi Mtn Regs 8.99% Aug 02, 2034 (5.0%). View all MLFJX holdings, sector breakdown, or dividend history.

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