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Mfs Lifetime 2040 Fund Class R1: (MF: MLFEX)

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

$20.39 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 4.66 30
3 months 5.11 36
6 months 7.74 58
1 Year 16.33 51
3 Year 13.95 46
5 Year 8.19 38
10 Year 10.18 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) 525.52

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.93
5 Year 7.58
10 Year 9.07
Since Inception 6.63

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.26 7.97 4.37 1.36
2024 6.63 0.26 6.36 -2.19
2023 4.50 3.95 -3.57 9.95
2022 -5.52 -12.96 -5.93 8.47
2021 4.50 6.95 -0.14 5.47

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.6613.9311.2215.18-16.0917.7112.0524.92-8.5119.548.01
% Total Return Rel to Index 1.34-4.28-13.80-11.062.11-10.97-6.34-6.56-4.12-2.24-3.92
% Total Return Rel to Peer 0.54-0.571.302.02-3.126.201.377.72-2.026.081.74
% Perf Quintile vs Peer* 2.003.000.003.003.001.003.001.004.002.002.00
% Dividends 0.000.380.370.160.220.820.020.160.210.240.01
% Yield 0.001.681.791.901.303.730.140.911.411.380.04
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%