MFS Lifetime 2035 Fund Class B (LFEBX)

Fund Assets	652.71M
Expense Ratio	1.52%
Min. Investment	$1,000
Turnover	14.00%
Dividend (ttm)	0.21
Dividend Yield	1.06%
Dividend Growth	-35.89%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	20.00
YTD Return	8.28%
1-Year Return	11.25%
5-Year Return	29.97%
52-Week Low	18.06
52-Week High	20.09
Beta (5Y)	0.81
Holdings	28
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.

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

Performance

LFEBX had a total return of 11.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.08%.

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	0.38%
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%

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 R6	BRUNX	3.89%
MFS Value R6	MEIKX	3.86%
MFS Blended Research Growth Eq R6	BRWVX	3.51%

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

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 27, 2026

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