MFS Lifetime 2040 Fund C (MLFCX)
21.83
-0.08
(-0.37%)
USD |
Sep 16 2026
MLFCX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.98% |
| Stock | 71.47% |
| Bond | 26.22% |
| Convertible | 0.00% |
| Preferred | 0.08% |
| Other | 0.24% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 71.94% |
|---|---|
|
North America
|
67.78% |
| Canada | 1.81% |
| United States | 65.97% |
|
Latin America
|
4.16% |
| Argentina | 0.13% |
| Brazil | 0.51% |
| Chile | 0.15% |
| Colombia | 0.31% |
| Mexico | 0.49% |
| Peru | 0.32% |
| Venezuela | 0.05% |
As of July 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.86% |
|---|---|
| United Kingdom | 3.82% |
|
Europe Developed
|
9.87% |
| Austria | 0.00% |
| Belgium | 0.04% |
| Denmark | 0.23% |
| Finland | 0.01% |
| France | 2.07% |
| Germany | 1.01% |
| Greece | 0.13% |
| Ireland | 1.51% |
| Italy | 0.63% |
| Netherlands | 1.24% |
| Norway | 0.08% |
| Portugal | 0.09% |
| Spain | 0.41% |
| Sweden | 0.23% |
| Switzerland | 1.60% |
|
Europe Emerging
|
1.05% |
| Czech Republic | 0.13% |
| Poland | 0.27% |
| Russia | 0.00% |
| Turkey | 0.12% |
|
Africa And Middle East
|
1.12% |
| Egypt | 0.09% |
| Israel | 0.13% |
| Nigeria | 0.07% |
| Qatar | 0.00% |
| Saudi Arabia | 0.08% |
| South Africa | 0.37% |
| United Arab Emirates | 0.12% |
| Greater Asia | 11.20% |
|---|---|
| Japan | 3.47% |
|
Australasia
|
1.07% |
| Australia | 1.00% |
|
Asia Developed
|
4.01% |
| Hong Kong | 0.54% |
| Singapore | 0.58% |
| South Korea | 1.31% |
| Taiwan | 1.54% |
|
Asia Emerging
|
2.64% |
| China | 1.21% |
| India | 0.61% |
| Indonesia | 0.35% |
| Kazakhstan | 0.08% |
| Malaysia | 0.14% |
| Pakistan | 0.01% |
| Philippines | 0.03% |
| Thailand | 0.10% |
| Unidentified Region | 1.00% |
|---|
Bond Credit Quality Exposure
| AAA | 5.13% |
| AA | 32.84% |
| A | 7.15% |
| BBB | 16.75% |
| BB | 15.60% |
| B | 7.70% |
| Below B | 1.96% |
| CCC | 1.80% |
| CC | 0.01% |
| C | 0.11% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.04% |
| Not Rated | 1.59% |
| Not Available | 11.29% |
| Short Term | 0.00% |
As of July 31, 2026
Stock Sector Exposure
| Cyclical |
|
26.20% |
| Materials |
|
3.11% |
| Consumer Discretionary |
|
6.37% |
| Financials |
|
11.02% |
| Real Estate |
|
5.70% |
| Sensitive |
|
34.22% |
| Communication Services |
|
4.13% |
| Energy |
|
2.96% |
| Industrials |
|
9.93% |
| Information Technology |
|
17.21% |
| Defensive |
|
11.95% |
| Consumer Staples |
|
2.59% |
| Health Care |
|
7.00% |
| Utilities |
|
2.36% |
| Not Classified |
|
0.16% |
| Non Classified Equity |
|
0.16% |
As of July 31, 2026
Bond Sector Exposure
As of July 31, 2026
| Type | % Net |
|---|---|
| Government | 47.35% |
| Corporate | 35.68% |
| Securitized | 16.12% |
| Municipal | 0.35% |
| Other | 0.50% |
Bond Maturity Exposure
| Short Term |
|
4.32% |
| Less than 1 Year |
|
4.32% |
| Intermediate |
|
67.25% |
| 1 to 3 Years |
|
13.77% |
| 3 to 5 Years |
|
22.36% |
| 5 to 10 Years |
|
31.13% |
| Long Term |
|
27.82% |
| 10 to 20 Years |
|
12.72% |
| 20 to 30 Years |
|
12.62% |
| Over 30 Years |
|
2.49% |
| Other |
|
0.60% |
As of July 31, 2026