MFS Lifetime 2040 Fund Class R2 (MLFGX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.12% | 5.04% | -0.92% |
Year-to-Date | 3.89% | 3.45% | 0.45% |
1 Year | 10.47% | 0.00% | 10.47% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
27%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 27% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.50%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$644
Real cost (fees + lost compounding)
$796
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
100%
Return in excess of styles
(over past year)
-3.16%