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Mfs Lifetime Retirement Income Fund Class R4: (MF: MLLJX)

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

$12.51 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 2.70 78
3 months 2.87 81
6 months 5.01 88
1 Year 9.64 87
3 Year 8.72 86
5 Year 4.26 85
10 Year 5.54 83

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -15.80
Bull Market (2/09 - 3/21) 190.11

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.37
5 Year 3.68
10 Year 5.20
Since Inception 5.07

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.55 3.53 2.71 1.26
2024 2.25 0.55 5.00 -1.69
2023 3.48 1.15 -2.30 7.21
2022 -4.31 -7.24 -4.02 3.94
2021 0.42 3.56 0.15 2.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.709.376.149.64-11.456.309.9713.86-2.377.935.02
% Total Return Rel to Index -0.18-8.84-18.88-16.606.74-22.37-8.43-17.622.01-13.86-6.90
% Total Return Rel to Peer -0.97-5.13-3.77-3.511.50-5.19-0.71-3.334.11-5.52-1.24
% Perf Quintile vs Peer* 5.005.000.004.002.005.004.004.001.005.004.00
% Dividends 0.050.470.460.430.310.460.280.330.330.250.22
% 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 0.000.190.190.190.180.190.540.200.210.210.13

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