MFS Lifetime 2040 Fund (MLFIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Overall portfolio composition (%)
Cash-0.19%
Stocks75.57%
Bonds20.23%
Others4.32%
Preferred0.05%
Convertible0.01%
Sector weightings (%)
Sector(s)MLFIX
Basic materials5.09%
Consumer cyclical8.79%
Financial services15.16%
Property8.27%
Consumer defensive5.50%
Healthcare11.26%
Utilities3.14%
Communication services5.40%
Energy4.72%
Industrials14.10%
Technology18.56%
Equity holdings
AverageMLFIXCategory average
Price/Earnings0.0523.13
Price/book0.382.89
Price/sales0.562.12
Price/Cash flow0.0814.1
Median market cap48,752.7469,227.1
3-year earnings growth20.2212.06
Bond holdings
AverageMLFIXCategory average
Maturity8.898.06
Duration4.096.63
Credit qualityN/AN/A
Bond ratings
Sector(s)MLFIX
US government10.83%
AAA35.59%
AA3.44%
A8.36%
BBB15.88%
BB12.93%
B8.87%
Below B3.04%
Others11.90%
Top 10 holdings (56.05% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 9.13% |
| MFS Blended Research Intl Eq R6 | BRXVX | 8.91% |
| MFS Value R6 | MEIKX | 5.09% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.07% |
| MFS Blended Research Growth Eq R6 | BRWVX | 4.72% |
| MFS Growth R6 | MFEKX | 4.70% |
| MFS Blended Research Core Equity R6 | MUEVX | 4.66% |
| MFS Research R6 | MFRKX | 4.62% |
| MFS Mid Cap Value R6 | MVCKX | 4.59% |
| MFS Inflation-Adjusted Bond R6 | MIAKX | 4.56% |
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