MFS Lifetime 2040 Fund Class C
MLFCX
NASDAQ
| Weiss Ratings | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (8), Ben Nastou (3), Erich Shigley (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Lifetime 2040 Fund Class C | |||
| Category | Target-Date 2040 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 29, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.64% | |||
| Dividend | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.92% | |||
| Asset Allocation | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.06% | |||
| Stock | 71.32% | |||
| U.S. Stock | 50.53% | |||
| Non-U.S. Stock | 20.79% | |||
| Bond | 27.30% | |||
| U.S. Bond | 18.88% | |||
| Non-U.S. Bond | 8.42% | |||
| Preferred | 0.10% | |||
| Convertible | 0.00% | |||
| Other Net | 1.35% | |||
| Price History | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.63% | |||
| 30-Day Total Return | -0.22% | |||
| 60-Day Total Return | -2.63% | |||
| 90-Day Total Return | -2.37% | |||
| Year to Date Total Return | 8.20% | |||
| 1-Year Total Return | 10.21% | |||
| 2-Year Total Return | 22.76% | |||
| 3-Year Total Return | 49.44% | |||
| 5-Year Total Return | 32.35% | |||
| Price | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $21.76 | |||
| 1-Month Low NAV | $21.76 | |||
| 1-Month High NAV | $21.99 | |||
| 52-Week Low NAV | $19.56 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $22.54 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.69 | |||
| Standard Deviation | 9.52 | |||
| Balance Sheet | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 731.87M | |||
| Operating Ratios | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.53% | |||
| Turnover Ratio | 8.00% | |||
| Performance | MLFCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.47% | |||
| Last Bear Market Total Return | -12.98% | |||