MFS Lifetime 2035 Fund Class A (LFEAX)
| Fund Assets | 652.71M |
| Expense Ratio | 0.79% |
| Min. Investment | $1,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 0.92 |
| Dividend Yield | 4.44% |
| Dividend Growth | 106.18% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 20.75 |
| YTD Return | 12.58% |
| 1-Year Return | 8.69% |
| 5-Year Return | 43.67% |
| 52-Week Low | 17.24 |
| 52-Week High | 20.83 |
| Beta (5Y) | n/a |
| Holdings | 29 |
| Inception Date | Nov 2, 2012 |
About LFEAX
MFS Lifetime 2035 Fund Class A is a target-date mutual fund designed for investors planning to retire around 2035. The fund seeks a high level of total return by combining growth and income, adjusting its asset allocation over time to become more conservative as the target date approaches. It invests primarily in a diversified portfolio of other MFS mutual funds, spanning U.S. and international equities, bonds, and specialty asset classes. This multi-asset approach provides broad diversification and professional management, with a progressive glide path that emphasizes risk management in later years. The fund is suitable for retirement savers looking for a single, managed solution that automatically rebalances and shifts toward capital preservation as retirement nears. With a history of disciplined investment strategy and active oversight, MFS Lifetime 2035 Fund Class A plays a key role in retirement planning portfolios.
Performance
LFEAX had a total return of 8.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.55%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
58.67% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Government Securities R6 | MFGKX | 9.33% |
| MFS Total Return Bond R6 | MRBKX | 8.39% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 7.03% |
| MFS Inflation-Adjusted Bond R6 | MIAKX | 6.93% |
| MFS Blended Research Intl Eq R6 | BRXVX | 6.28% |
| MFS Global Opportunistic Bd R6 | MGBOX | 4.96% |
| MFS Blended Research Value Equity R6 | BRUNX | 4.05% |
| MFS Value R6 | MEIKX | 4.04% |
| MFS High Income R6 | MHIKX | 3.97% |
| MFS Blended Research Growth Eq R6 | BRWVX | 3.69% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $0.91862 | Dec 27, 2024 |
| Dec 27, 2023 | $0.44554 | Dec 28, 2023 |
| Dec 28, 2022 | $0.94574 | Dec 29, 2022 |
| Dec 28, 2021 | $1.4375 | Dec 29, 2021 |
| Dec 29, 2020 | $0.42703 | Dec 30, 2020 |
| Dec 26, 2019 | $0.58652 | Dec 26, 2019 |