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Mfs Lifetime 2040 Fund - Class R6: (MF: MLFKX)

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

$20.92 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 4.84 25
3 months 5.44 31
6 months 8.34 52
1 Year 17.65 43
3 Year 15.26 36
5 Year 9.42 23
10 Year NA NA

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.26
5 Year 8.82
10 Year NA
Since Inception 10.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.05 8.24 4.68 1.66
2024 6.88 0.56 6.66 -1.90
2023 4.73 4.28 -3.31 10.30
2022 -5.22 -12.72 -5.66 8.81
2021 4.85 7.22 0.09 5.81

Annual Return

2026202520242023202220212020201920182017
% Total Return 4.8415.2612.4716.47-15.0919.0713.2726.34-7.4520.88
% Total Return Rel to Index 1.42-2.96-12.55-9.773.11-9.60-5.13-5.14-3.05-0.91
% Total Return Rel to Peer 0.630.752.553.31-2.127.572.589.14-0.957.42
% Perf Quintile vs Peer* 2.003.000.002.003.001.003.001.004.001.00
% Dividends 0.000.620.590.370.451.050.280.360.400.00
% Yield 0.002.722.813.082.574.711.401.932.620.00
Capital Gains ($) 0.001.020.480.300.640.790.310.650.470.60
Expense Ratio 0.000.050.060.070.060.080.470.100.000.00

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