MFS Lifetime 2035 Fund Class B (LFEBX)
| Fund Assets | 652.71M |
| Expense Ratio | 1.54% |
| Min. Investment | $1,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 1.08 |
| Dividend Yield | 5.66% |
| Dividend Growth | 47.19% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 18.95 |
| YTD Return | 2.98% |
| 1-Year Return | 12.68% |
| 5-Year Return | 34.50% |
| 52-Week Low | 15.37 |
| 52-Week High | 19.10 |
| Beta (5Y) | n/a |
| Holdings | 30 |
| Inception Date | Nov 2, 2012 |
About LFEBX
MFS Lifetime 2035 Fund Class B is a target-date mutual fund designed to provide investors with a diversified investment vehicle focused on a projected retirement year of 2035. The fund primarily aims for long-term capital growth and income until the target year, after which its allocation shifts to emphasize income and capital preservation while still seeking moderate growth. A core feature of this fund is its dynamic asset allocation, which gradually becomes more conservative as the target date approaches, reducing equity exposure and increasing allocations to fixed income and other lower-risk investments. MFS invests substantially all of the fund’s assets in other MFS mutual funds, ensuring broad diversification across U.S. and international stocks, bonds, and select specialty assets. The fund leverages a disciplined two-stage asset allocation process: strategic determination of major asset classes followed by the selection of underlying funds based on risk, historical performance, and diversification considerations. Serving as part of a long-term retirement strategy, MFS Lifetime 2035 Fund Class B allows investors to benefit from professional management, automatic rebalancing, and a glide path intended to balance growth and risk as retirement approaches. This fund is particularly relevant for individuals planning to retire around the year 2035, offering a comprehensive, set-it-and-forget-it approach to retirement investing.
Performance
LFEBX had a total return of 12.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.93%.
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
59.57% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Government Securities Fund Class R6 | MFGKX | 10.03% |
| MFS Total Return Bond Fund Class R6 | MRBKX | 8.82% |
| MFS Inflation-Adjusted Bond Fund Class R6 | MIAKX | 7.17% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 6.82% |
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 6.17% |
| MFS Global Opportunistic Bond Fund Class R6 | MGBOX | 5.10% |
| MFS High Income Fund Class R6 | MHIKX | 4.03% |
| MFS Value Fund Class R6 | MEIKX | 3.94% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 3.94% |
| MFS Research Fund Class R6 | MFRKX | 3.57% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.07579 | Dec 24, 2025 |
| Dec 26, 2024 | $0.73087 | Dec 27, 2024 |
| Dec 27, 2023 | $0.2728 | Dec 28, 2023 |
| Dec 28, 2022 | $0.80208 | Dec 29, 2022 |
| Dec 28, 2021 | $1.28079 | Dec 29, 2021 |
| Dec 29, 2020 | $0.30189 | Dec 30, 2020 |