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Mfs Lifetime Retirement Income Fund Class R1: (MF: MLLEX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:51 PM ET

$12.40 USD

+0.01 (0.08%)

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 82
3 months 2.61 84
6 months 4.49 91
1 Year 8.55 90
3 Year 7.63 90
5 Year 3.25 92
10 Year 4.55 91

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -16.43
Bull Market (2/09 - 3/21) 146.68

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.19
5 Year 2.66
10 Year 4.21
Since Inception 4.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.29 3.19 2.46 1.01
2024 2.08 0.30 4.73 -1.93
2023 3.13 0.98 -2.54 6.93
2022 -4.55 -7.47 -4.25 3.68
2021 0.17 3.30 -0.01 1.79

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.538.195.178.54-12.335.338.9612.81-3.357.034.15
% Total Return Rel to Index -0.26-10.02-19.85-17.705.87-23.34-9.43-18.671.04-14.75-7.78
% Total Return Rel to Peer -1.06-6.31-4.74-4.610.63-6.17-1.72-4.383.14-6.42-2.12
% Perf Quintile vs Peer* 5.005.000.005.002.005.004.005.001.005.005.00
% Dividends 0.030.350.340.310.190.330.160.210.210.150.12
% Yield 0.132.642.652.701.542.321.141.601.751.181.00
Capital Gains ($) 0.000.280.350.080.200.340.130.150.150.150.24
Expense Ratio 0.000.990.991.000.980.980.980.980.991.001.00

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