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Mfs Lifetime Retirement Income Fund Class I: (MF: MLLIX)

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

$12.39 USD

+0.02 (0.16%)

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 2.70 78
3 months 2.86 81
6 months 5.01 88
1 Year 9.64 87
3 Year 8.71 86
5 Year 4.27 85
10 Year 5.55 83

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -17.08
Bull Market (2/09 - 3/21) 189.69

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.37
5 Year 3.69
10 Year 5.20
Since Inception 5.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.55 3.53 2.71 1.27
2024 2.25 0.55 4.99 -1.69
2023 3.48 1.15 -2.21 7.20
2022 -4.31 -7.31 -3.93 3.85
2021 0.42 3.64 0.15 2.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.709.376.139.73-11.526.389.8813.95-2.377.935.02
% Total Return Rel to Index -0.18-8.84-18.88-16.516.68-22.29-8.51-17.532.01-13.86-6.90
% Total Return Rel to Peer -0.97-5.13-3.78-3.421.44-5.12-0.80-3.244.12-5.52-1.24
% Perf Quintile vs Peer* 5.005.000.004.002.005.004.004.001.005.004.00
% Dividends 0.050.470.460.430.310.460.280.340.330.250.22
% Yield 0.213.573.613.652.563.191.962.522.761.961.81
Capital Gains ($) 0.000.280.350.080.200.340.130.150.150.150.24
Expense Ratio 0.000.190.190.190.180.180.540.200.200.210.13

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