MFS Lifetime 2035 Fund Class A (LFEAX)

Fund Assets	652.71M
Expense Ratio	0.77%
Min. Investment	$1,000
Turnover	14.00%
Dividend (ttm)	0.55
Dividend Yield	2.78%
Dividend Growth	6.13%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	19.73
YTD Return	8.67%
1-Year Return	12.62%
5-Year Return	36.67%
52-Week Low	17.85
52-Week High	19.91
Beta (5Y)	0.81
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.

• Fund Family: MFS
• Category: Target-Date 2035
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFEAX
• Share Class: A
• Index: S&P 500 TR

Performance

LFEAX had a total return of 12.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.89%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FHGLX	Fidelity	Fidelity Advisor Freedom 2035 K6	0.38%
FITHX	Fidelity	Fidelity Advisor Freedom 2035 Fund - Class I	0.63%
FIJOX	Fidelity	Fidelity Advisor Freedom 2035 Z	0.58%
FNIPX	Fidelity	Fidelity Freedom Index 2035 Premier	0.05%
FFTHX	Fidelity	Fidelity Freedom 2035 Fund	0.63%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LFEKX	R6	0.38%
LFEUX	R4	0.52%
LFEDX	I	0.52%
LFETX	R3	0.77%

Top 10 Holdings

59.97% of assets

Name	Symbol	Weight
MFS Government Securities R6	MFGKX	9.91%
MFS Total Return Bond R6	MRBKX	9.67%
MFS Inflation-Adjusted Bond R6	MIAKX	7.29%
MFS Blended Research Mid Cap Eq R6	BMSYX	6.70%
MFS Blended Research Intl Eq R6	BRXVX	5.95%
MFS Global Opportunistic Bd R6	MGBOX	5.23%
MFS High Income R6	MHIKX	3.97%
MFS Blended Research Value Equity Fund Class R6	BRUNX	3.89%
MFS Value R6	MEIKX	3.86%
MFS Blended Research Growth Equity Fund Class R6	BRWVX	3.51%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 24, 2026

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