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Mfs Lifetime 2040 Fund Class C: (MF: MLFCX)

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

$20.12 USD

0.00 (NA)

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

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.62 30
3 months 5.08 36
6 months 7.70 58
1 Year 16.34 51
3 Year 13.93 46
5 Year 8.18 38
10 Year 10.17 30

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.95
Bull Market (2/09 - 3/21) 526.03

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.83
5 Year 7.59
10 Year 9.08
Since Inception 6.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.21 7.97 4.38 1.34
2024 6.60 0.26 6.33 -2.18
2023 4.43 3.94 -3.55 9.99
2022 -5.53 -12.98 -5.87 8.48
2021 4.49 6.97 -0.19 5.53

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.6213.9711.1715.14-16.0617.7212.0124.99-8.5019.538.04
% Total Return Rel to Index 1.33-4.24-13.84-11.102.14-10.95-6.38-6.49-4.11-2.26-3.89
% Total Return Rel to Peer 0.53-0.531.261.98-3.096.211.327.80-2.006.071.76
% Perf Quintile vs Peer* 2.003.000.003.003.001.003.001.004.002.002.00
% Dividends 0.000.370.350.170.250.810.040.160.210.240.04
% Yield 0.001.671.751.881.473.720.220.921.391.440.29
Capital Gains ($) 0.001.020.480.300.640.790.310.660.480.180.79
Expense Ratio 0.000.991.001.001.001.001.000.991.001.001.00

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