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Mfs Lifetime 2040 Fund Class I: (MF: MLFIX)

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

$20.81 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 4.82 26
3 months 5.32 32
6 months 8.24 52
1 Year 17.48 44
3 Year 15.08 38
5 Year 9.26 25
10 Year 11.25 18

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.30
Bull Market (2/09 - 3/21) 639.48

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.07
5 Year 8.67
10 Year 10.14
Since Inception 7.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.00 8.23 4.66 1.58
2024 6.86 0.56 6.59 -1.94
2023 4.74 4.17 -3.33 10.24
2022 -5.28 -12.77 -5.63 8.72
2021 4.81 7.19 0.09 5.77

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.8215.0712.3216.29-15.2318.9513.1426.11-7.5320.768.79
% Total Return Rel to Index 1.44-3.14-12.69-9.952.97-9.72-5.26-5.37-3.14-1.03-3.14
% Total Return Rel to Peer 0.640.562.413.13-2.267.442.458.91-1.037.302.51
% Perf Quintile vs Peer* 2.003.000.002.003.001.003.001.004.001.001.00
% Dividends 0.000.590.560.350.431.030.260.330.380.400.18
% Yield 0.002.592.682.932.454.601.311.782.472.271.19
Capital Gains ($) 0.001.020.480.300.640.790.310.660.480.180.79
Expense Ratio 0.000.180.200.210.200.210.610.230.230.240.20

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