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Mfs Lifetime Retirement Income Fund Class B: (MF: MLLBX)

(NASDAQ Mutual Funds) As of Apr 8, 2026 06:24 PM ET

$12.52 USD

+0.12 (0.97%)

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 2.53 81
3 months 2.55 85
6 months 4.43 91
1 Year 8.49 91
3 Year 7.59 90
5 Year 3.22 93
10 Year 4.53 91

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -16.50
Bull Market (2/09 - 3/21) 146.48

Load Adjusted Returns as of Feb 28, 2026

1 Year 3.81
5 Year 2.65
10 Year 4.20
Since Inception 4.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.30 3.19 2.46 0.95
2024 2.08 0.30 4.74 -1.93
2023 3.22 0.90 -2.46 6.85
2022 -4.56 -7.55 -4.26 3.68
2021 0.17 3.31 -0.01 1.87

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.538.135.178.55-12.415.418.9712.74-3.357.044.15
% Total Return Rel to Index -0.26-10.08-19.84-17.695.78-23.26-9.42-18.751.03-14.75-7.78
% Total Return Rel to Peer -1.06-6.37-4.74-4.600.55-6.09-1.71-4.453.14-6.41-2.12
% Perf Quintile vs Peer* 5.005.000.005.002.005.004.005.001.005.005.00
% Dividends 0.030.350.340.310.180.330.160.210.210.150.12
% Yield 0.132.642.652.701.542.321.141.601.751.181.00
Capital Gains ($) 0.000.270.350.080.200.340.130.150.150.150.24
Expense Ratio 0.000.991.001.000.980.980.980.990.991.001.00

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