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Mfs Lifetime 2040 Fund Class B: (MF: MLFBX)

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

$20.76 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
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Zacks Premium Research for MLFBX

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
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
MFS Lifetime 2040 B MLFBX NA 4.00 0.00 1.00 0.00 0.99

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
MFS Lifetime 2040 A MLFAX 20.92 9/29/2005 2.42 17.21 14.81 9.00
MFS Lifetime 2040 B MLFBX 20.76 9/29/2005 1.11 16.33 13.94 8.18
MFS Lifetime 2040 C MLFCX 20.44 9/29/2005 1.69 16.34 13.93 8.18
MFS Lifetime 2040 I MLFIX 21.12 9/29/2005 2.62 17.48 15.08 9.26
MFS Lifetime 2040 R1 MLFEX 20.71 9/29/2005 1.70 16.33 13.95 8.19
MFS Lifetime 2040 R2 MLFGX 20.80 9/29/2005 2.17 16.95 14.50 8.73
MFS Lifetime 2040 R3 MLFHX 20.93 9/29/2005 2.40 17.18 14.80 8.99
MFS Lifetime 2040 R4 MLFJX 21.28 9/29/2005 2.59 17.49 15.08 9.27

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
MFS Lifetime 2040 B MLFBX CLOSED 99 99 A

Contact Information

Family MFS
Address 500 Boylston St
Boston, MA 02116
Phone 800 225-2606