Mfs Lifetime 2040 Fund Quote

MLFBX Fund  USD 19.55  0.13  0.67%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Mfs Lifetime is trading at 19.55 as of the 20th of March 2025; that is 0.67 percent increase since the beginning of the trading day. The fund's open price was 19.42. Mfs Lifetime has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. MFS Lifetime is traded on NASDAQ Exchange in the United States. More on Mfs Lifetime 2040

Moving together with Mfs Mutual Fund

  0.93VFORX Vanguard Target RetiPairCorr
  0.99AAGTX American Funds 2040PairCorr
  0.85CCGTX American Funds 2040PairCorr
  0.99FAUTX American Funds 2040PairCorr
  0.92FFFFX Fidelity Freedom 2040PairCorr
  0.92FHTKX Fidelity Freedom 2040PairCorr

Mfs Mutual Fund Highlights

Fund ConcentrationTarget-Date 2040, MFS (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date26th of August 2022
Fiscal Year EndApril
Mfs Lifetime 2040 [MLFBX] is traded in USA and was established 20th of March 2025. The fund is listed under Target-Date 2040 category and is part of MFS family. This fund now has accumulated 648.36 M in assets with no minimum investment requirementsMfs Lifetime 2040 is currently producing year-to-date (YTD) return of 1.24% with the current yeild of 0.02%, while the total return for the last 3 years was 6.36%.
Check Mfs Lifetime Probability Of Bankruptcy

Instrument Allocation

Top Mfs Lifetime 2040 Mutual Fund Constituents

BMSYXMfs Blended ResearchMutual FundMid-Cap Blend
BRUNXMfs Blended ResearchMutual FundLarge Value
BRWVXMfs Blended ResearchMutual FundLarge Growth
BRXVXMfs Blended ResearchMutual FundForeign Large Blend
MCSRXMfs Modity StrategyMutual FundCommodities Broad Basket
MEIKXMfs Value FundMutual FundLarge Value
MFEKXMfs Growth FundMutual FundLarge Growth
MFRKXMfs Research FundMutual FundLarge Blend
More Details

Mfs Lifetime 2040 Risk Profiles

Mfs Lifetime Against Markets

Other Information on Investing in Mfs Mutual Fund

Mfs Lifetime financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Lifetime security.
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