MFS Lifetime 2040 Fund (MLFEX) is an MF managed by Independent / Boutique. Its largest position is MFS BLENDED RESEARCH MID CAP EQUITY FUND (null), representing 8.94% of fund assets.
MFS Lifetime 2040 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MLFEX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 24, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
MFS BLENDED RESEARCH MID CAP EQUITY FUND
|
8.94% | $74,550,433.25 | 4,610,416 |
|
-
MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND
|
8.51% | $70,972,257.66 | 3,733,417 |
|
-
MFS INFLATION ADJUSTED BOND FUND
|
5.02% | $41,863,896.93 | 4,570,294 |
|
-
MFS BLENDED RESEARCH VALUE EQUITY FUND
|
4.97% | $41,473,810.90 | 2,379,450 |
|
-
MFS VALUE FUND
|
4.87% | $40,646,336.37 | 774,659 |
|
-
MFS GROWTH FUND
|
4.69% | $39,137,918.60 | 194,088 |
|
-
MFS BLENDED RESEARCH GROWTH EQUITY FUND
|
4.64% | $38,755,241.58 | 1,370,412 |
|
-
MFS BLENDED RESEARCH CORE EQUITY FUND
|
4.62% | $38,531,134.73 | 922,018 |
|
-
MFS RESEARCH FUND
|
4.59% | $38,294,869.55 | 661,740 |
|
-
MFS MID CAP GROWTH FUND
|
4.46% | $37,244,778.64 | 1,288,301 |
|
-
MFS MID CAP VALUE FUND
|
4.39% | $36,633,443.39 | 1,095,825 |
|
-
MFS GLOBAL REAL ESTATE FUND
|
3.96% | $33,052,357.78 | 1,914,969 |
|
-
MFS COMMODITY STRATEGY FUND
|
3.94% | $32,831,892.46 | 7,231,694 |
|
-
MFS HIGH INCOME FUND
|
3.86% | $32,169,081.15 | 10,343,756 |
|
-
MFS RESEARCH INTERNATIONAL FUND
|
3.53% | $29,480,799.46 | 1,072,419 |
|
-
MFS RESEARCH BOND FUND
|
3.41% | $28,417,470.98 | 2,975,651 |
|
-
MFS GLOBAL OPPORTUNISTIC BOND FUND
|
3.06% | $25,562,734.81 | 3,155,893 |
|
-
MFS EMERGING MARKETS DEBT FUND
|
2.91% | $24,290,846.32 | 1,914,172 |
|
-
MFS INTERNATIONAL INTRINSIC VALUE FUND
|
2.45% | $20,451,846.85 | 443,930 |
|
-
MFS INTERNATIONAL GROWTH FUND
|
2.44% | $20,317,060.05 | 422,041 |
|
-
MFS BLENDED RESEARCH SMALL CAP EQUITY FUND
|
2.02% | $16,856,015.21 | 1,004,530 |
|
-
MFS INTERNATIONAL NEW DISCOVERY FUND
|
1.95% | $16,299,346.40 | 460,824 |
|
-
MFS EMERGING MARKETS DEBT LOCAL CURRENCY FUND
|
1.93% | $16,100,032.52 | 2,705,888 |
|
-
MFS NEW DISCOVERY FUND
|
0.99% | $8,299,410.70 | 218,924 |
|
-
MFS NEW DISCOVERY VALUE FUND
|
0.98% | $8,207,081.07 | 444,347 |
|
-
MFS GOVERNMENT SECURITIES FUND
|
0.91% | $7,617,643.82 | 885,773 |
|
-
MFS INSTITUTIONAL MONEY MARKET PORTFOLIO
|
0.89% | $7,404,846.57 | 7,404,106 |
|
-
MFS BLENDED RESEARCH EMERGING MARKETS EQUITY FUND
|
0.47% | $3,932,912.79 | 185,778 |
|
-
MFS EMERGING MARKETS EQUITY FUND
|
0.47% | $3,882,717.50 | 77,268 |
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