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.SymbolName WeightShares
1BMSYXMFS Blended Research Mid Cap Eq R68.90%4,467,789
2BRXVXMFS Blended Research Intl Eq R68.59%3,576,095
3MIAKXMFS Inflation-Adjusted Bond R65.07%4,643,084
4BRUNXMFS Blended Research Value Equity R64.92%2,306,123
5MEIKXMFS Value R64.81%778,543
6BRWVXMFS Blended Research Growth Eq R64.63%1,284,621
7MFEKXMFS Growth R64.58%183,172
8MUEVXMFS Blended Research Core Equity R64.57%882,543
9MFRKXMFS Research R64.55%639,896
10OTCKXMFS Mid Cap Growth R64.45%1,263,819
11MVCKXMFS Mid Cap Value R64.39%1,089,626
12MHIKXMFS High Income R63.89%10,526,458
13MGLRXMFS Global Real Estate R63.87%1,879,022
14MCSRXMFS Commodity Strategy Fund3.74%7,074,437
15MRSKXMFS Research International R63.56%1,063,362
16MRBKXMFS Total Return Bond R63.51%3,083,149
17MGBOXMFS Global Opportunistic Bd R63.13%3,229,401
18MEDHXMFS Emerging Markets Debt R62.95%1,940,148
19MGRDXMFS International Growth R62.46%418,170
20MINJXMFS International Intrinsic Equity R62.45%437,728
21EMLNXMFS Emerging Markets Debt Local Currency Fund1.96%2,746,049
22BRSYXMFS Blended Research Small Cap Eq R61.96%973,835
23MIDLXMFS International New Discovery R61.94%448,888
24n/aCurrency Cash CASH_USD1.24%10,354,689
25MFGKXMFS Government Securities R61.02%993,015
Showing 25 of 29 holdings
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As of May 31, 2026