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MLFIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 3 closing price
Price
$20.43
Change
+$0.05 (+0.25%)
Net Assets
794.06M

MLFIX MFS Lifetime 2040 I Forecast, Technical & Fundamental Analysis

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund will seek total return through a combination of current income and capital appreciation... Show more

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A.I.Advisor
published Highlights

Industry description

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
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A.I. Advisor
published General Information

General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2040
Address
Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com
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MLFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MLFIX has been closely correlated with RBEKX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if MLFIX jumps, then RBEKX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MLFIX
1D Price
Change %
MLFIX100%
N/A
RBEKX - MLFIX
98%
Closely correlated
+0.33%
RHGTX - MLFIX
98%
Closely correlated
+0.33%
FCGTX - MLFIX
98%
Closely correlated
+0.32%
FBGTX - MLFIX
98%
Closely correlated
+0.32%
CCGTX - MLFIX
96%
Closely correlated
+0.33%
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