Back to top
more

Mfs Lifetime 2040 Fund Class A: (MF: MLFAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:50 PM ET

$20.61 USD

+0.01 (0.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.76 27
3 months 5.32 32
6 months 8.12 54
1 Year 17.21 46
3 Year 14.81 40
5 Year 9.00 29
10 Year 11.01 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.52
Bull Market (2/09 - 3/21) 610.78

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.59
5 Year 7.19
10 Year 9.28
Since Inception 7.14

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.05 8.20 4.56 1.55
2024 6.80 0.46 6.55 -2.00
2023 4.65 4.15 -3.36 10.13
2022 -5.32 -12.81 -5.73 8.67
2021 4.73 7.09 0.04 5.68

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.7614.8312.0416.02-15.4518.5912.8925.92-7.8220.448.76
% Total Return Rel to Index 1.37-3.38-12.98-10.222.75-10.08-5.51-5.57-3.43-1.35-3.17
% Total Return Rel to Peer 0.570.322.122.86-2.487.092.208.72-1.326.982.48
% Perf Quintile vs Peer* 2.003.000.002.003.001.003.001.004.001.001.00
% Dividends 0.000.540.510.310.380.970.210.300.350.360.15
% Yield 0.002.392.472.712.184.371.091.632.292.070.98
Capital Gains ($) 0.001.020.480.300.640.790.310.660.480.180.79
Expense Ratio 0.000.240.250.250.250.240.240.240.240.250.24

* 1 = Top 20%, 5 = Bottom 20%