Mfs Lifetime Retirement Fund Quote
| MLLCX Fund | USD 12.16 0.02 0.16% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mfs Lifetime is trading at 12.16 as of the 21st of March 2025; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 12.18. 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund is designed to provide diversification among different asset classes by investing the majority of its assets in other mutual funds advised by MFS. Within the stock fund allocations, MFS seeks to diversify by geography , in terms of market capitalization and by style. More on Mfs Lifetime Retirement
Mfs Mutual Fund Highlights
| Fund Concentration | MFS Funds, Large Blend Funds, Target-Date Retirement Funds, Target-Date Retirement, MFS (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 26th of August 2022 |
| Fiscal Year End | April |
Mfs Lifetime Retirement [MLLCX] is traded in USA and was established 21st of March 2025. Mfs Lifetime is listed under MFS category by Fama And French industry classification. The fund is listed under Target-Date Retirement category and is part of MFS family. This fund now has accumulated 637.59 M in assets with no minimum investment requirementsMfs Lifetime Retirement is currently producing year-to-date (YTD) return of 0.96% with the current yeild of 0.03%, while the total return for the last 3 years was 2.48%.
Check Mfs Lifetime Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Lifetime Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mfs Lifetime Retirement Mutual Fund Constituents
| MFRKX | Mfs Research Fund | Mutual Fund | Large Blend | |
| MUEVX | Mfs Blended Research | Mutual Fund | Large Blend | |
| MRBKX | Mfs Total Return | Mutual Fund | Intermediate Core-Plus Bond | |
| MQLKX | Mfs Limited Maturity | Mutual Fund | Short-Term Bond | |
| MIAKX | Mfs Inflation Adjusted Bond | Mutual Fund | Inflation-Protected Bond | |
| MHIKX | Mfs High Income | Mutual Fund | High Yield Bond | |
| MGLRX | Mfs Global Real | Mutual Fund | Global Real Estate | |
| MGBOX | Mfs Global Bond | Mutual Fund | World Bond-USD Hedged |
Mfs Lifetime Retirement Risk Profiles
| Mean Deviation | 0.2903 | |||
| Standard Deviation | 0.4787 | |||
| Variance | 0.2291 | |||
| Risk Adjusted Performance | (0.09) |
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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