MFS Lifetime 2040 Fund Class B (MLFBX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
22.46
-0.10 (-0.44%)
At close: Jul 8, 2026
MLFBX Holdings Information
MLFBX is a mutual fund with a total of 29 individual holdings. The top holdings are MFS Blended Research Mid Cap Eq R6 at 8.90%, MFS Blended Research Intl Eq R6 at 8.59%, MFS Inflation-Adjusted Bond R6 at 5.07%, MFS Blended Research Value Equity R6 at 4.92%, and MFS Value R6 at 4.81%.
Total Holdings
29
Top 10 Percentage
55.07%
Asset Class
n/a
Fund Category
Target-Date 2040
Assets
844.46M
Forward PE Ratio
17.02
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | BMSYX | MFS Blended Research Mid Cap Eq R6 | 8.90% |
| 2 | BRXVX | MFS Blended Research Intl Eq R6 | 8.59% |
| 3 | MIAKX | MFS Inflation-Adjusted Bond R6 | 5.07% |
| 4 | BRUNX | MFS Blended Research Value Equity R6 | 4.92% |
| 5 | MEIKX | MFS Value R6 | 4.81% |
| 6 | BRWVX | MFS Blended Research Growth Eq R6 | 4.63% |
| 7 | MFEKX | MFS Growth R6 | 4.58% |
| 8 | MUEVX | MFS Blended Research Core Equity R6 | 4.57% |
| 9 | MFRKX | MFS Research R6 | 4.55% |
| 10 | OTCKX | MFS Mid Cap Growth R6 | 4.45% |
| 11 | MVCKX | MFS Mid Cap Value R6 | 4.39% |
| 12 | MHIKX | MFS High Income R6 | 3.89% |
| 13 | MGLRX | MFS Global Real Estate R6 | 3.87% |
| 14 | MCSRX | MFS Commodity Strategy Fund | 3.74% |
| 15 | MRSKX | MFS Research International R6 | 3.56% |
| 16 | MRBKX | MFS Total Return Bond R6 | 3.51% |
| 17 | MGBOX | MFS Global Opportunistic Bd R6 | 3.13% |
| 18 | MEDHX | MFS Emerging Markets Debt R6 | 2.95% |
| 19 | MGRDX | MFS International Growth R6 | 2.46% |
| 20 | MINJX | MFS International Intrinsic Equity R6 | 2.45% |
| 21 | EMLNX | MFS Emerging Markets Debt Local Currency Fund | 1.96% |
| 22 | BRSYX | MFS Blended Research Small Cap Eq R6 | 1.96% |
| 23 | MIDLX | MFS International New Discovery R6 | 1.94% |
| 24 | n/a | Currency Cash CASH_USD | 1.24% |
| 25 | MFGKX | MFS Government Securities R6 | 1.02% |
As of May 31, 2026