Mfs Lifetime 2040 Fund Quote

MLFIX Fund  USD 21.56  0.13  0.61%   

Performance

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Odds Of Distress

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Low
Mfs Lifetime is trading at 21.56 as of the 14th of August 2025; that is 0.61 percent increase since the beginning of the trading day. The fund's open price was 21.43. Mfs Lifetime has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 16th of May 2025 and ending today, the 14th of August 2025. Click here to learn more.
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040 thereafter, the fund will seek total return through a combination of current income and capital appreciation. MFS Lifetime is traded on NASDAQ Exchange in the United States.. More on Mfs Lifetime 2040

Mfs Mutual Fund Highlights

Fund ConcentrationMFS Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, MFS (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date26th of August 2022
Fiscal Year EndApril
Mfs Lifetime 2040 [MLFIX] is traded in USA and was established 14th of August 2025. Mfs Lifetime is listed under MFS category by Fama And French industry classification. 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 8.96% with the current yeild of 0.03%, while the total return for the last 3 years was 12.06%.
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
MEIKXMfs Value FundMutual FundLarge Value
MFEKXMfs Growth FundMutual FundLarge Growth
MFRKXMfs Research FundMutual FundLarge Blend
MGLRXMfs Global RealMutual FundGlobal Real Estate
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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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