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Mfs Lifetime Retirement Income Fund Class R3: (MF: MLLHX)

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

$12.38 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 2.66 79
3 months 2.80 82
6 months 4.88 89
1 Year 9.38 88
3 Year 8.45 87
5 Year 4.00 88
10 Year 5.29 86

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -16.00
Bull Market (2/09 - 3/21) 178.81

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.01
5 Year 3.42
10 Year 4.95
Since Inception 4.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.49 3.38 2.65 1.20
2024 2.27 0.49 4.93 -1.75
2023 3.42 1.08 -2.28 7.05
2022 -4.37 -7.37 -4.08 3.88
2021 0.36 3.50 0.11 2.06

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.669.015.969.36-11.746.149.7213.57-2.627.714.80
% Total Return Rel to Index -0.20-9.20-19.05-16.886.45-22.54-8.68-17.911.76-14.08-7.12
% Total Return Rel to Peer -0.99-5.49-3.95-3.791.22-5.36-0.96-3.613.87-5.75-1.46
% Perf Quintile vs Peer* 5.005.000.004.002.005.004.004.001.005.004.00
% Dividends 0.050.440.430.400.280.430.250.300.300.230.20
% Yield 0.193.343.373.422.312.971.762.292.501.771.60
Capital Gains ($) 0.000.280.350.080.200.340.130.150.150.150.24
Expense Ratio 0.000.240.240.250.230.230.230.240.240.250.25

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