MFS Lifetime 2035 Fund Class A (LFEAX)
| Fund Assets | 652.71M |
| Expense Ratio | 0.79% |
| Min. Investment | $1,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 1.41 |
| Dividend Yield | 7.31% |
| Dividend Growth | 53.93% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 18.24 |
| YTD Return | 0.16% |
| 1-Year Return | 12.22% |
| 5-Year Return | 34.84% |
| 52-Week Low | 16.25 |
| 52-Week High | 19.70 |
| Beta (5Y) | n/a |
| Holdings | 28 |
| 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 12.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.50%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FWTKX | Fidelity | Fidelity Freedom 2035 Fund Class K6 | 0.40% |
| FHGLX | Fidelity | Fidelity Advisor Freedom 2035 Fund - Class K6 | 0.41% |
| FITHX | Fidelity | Fidelity Advisor Freedom 2035 Fund - Class I | 0.69% |
| FIJOX | Fidelity | Fidelity Advisor Freedom 2035 Fund - Class Z | 0.60% |
| FNIPX | Fidelity | Fidelity Freedom Index 2035 Premier | 0.05% |
Top 10 Holdings
59.63% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Government Securities Fund Class R6 | MFGKX | 9.97% |
| MFS Total Return Bond Fund Class R6 | MRBKX | 8.84% |
| MFS Inflation-Adjusted Bond Fund Class R6 | MIAKX | 7.18% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 6.76% |
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 6.23% |
| MFS Global Opportunistic Bond Fund Class R6 | MGBOX | 5.11% |
| MFS High Income Fund Class R6 | MHIKX | 3.99% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 3.98% |
| MFS Value Fund Class R6 | MEIKX | 3.96% |
| MFS Blended Research Core Equity Fund Class R6 | MUEVX | 3.59% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.41399 | Dec 24, 2025 |
| 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 |