MFS Lifetime 2035 C (LFECX)
| Fund Assets | 652.71M |
| Expense Ratio | 1.54% |
| Min. Investment | $1,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 0.77 |
| Dividend Yield | 4.06% |
| Dividend Growth | 128.61% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 19.07 |
| YTD Return | 11.39% |
| 1-Year Return | 7.82% |
| 5-Year Return | 40.06% |
| 52-Week Low | 15.97 |
| 52-Week High | 19.21 |
| Beta (5Y) | n/a |
| Holdings | 29 |
| Inception Date | Nov 2, 2012 |
About LFECX
MFS Lifetime 2035 Fund Class C is a target-date mutual fund structured to help investors plan for retirement around the year 2035. Its primary function is to provide diversified exposure across multiple asset classes—primarily U.S. and international equities, fixed income, and specialty funds—by investing in a broad mix of underlying MFS mutual funds. The fund operates with a dynamic asset allocation strategy, managed by a team of experienced professionals, which shifts progressively from higher-growth investments to a more conservative mix as the target retirement date approaches. This gradual 'glide path' aims to balance growth potential in the plan’s early years with reduced risk and increased focus on income and capital preservation as retirement nears. The MFS Lifetime 2035 Fund Class C offers investors convenient, professional management and automatic rebalancing within a single investment, making it especially suitable for long-term retirement savings strategies. Its role in the market is to serve as a comprehensive, all-in-one solution for individuals seeking to build and preserve wealth over a defined retirement horizon, while benefiting from active risk management and diversification.
Performance
LFECX had a total return of 7.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.49%.
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 | $0.77482 | Dec 27, 2024 |
| Dec 27, 2023 | $0.33892 | Dec 28, 2023 |
| Dec 28, 2022 | $0.83927 | Dec 29, 2022 |
| Dec 28, 2021 | $1.29415 | Dec 29, 2021 |
| Dec 29, 2020 | $0.30666 | Dec 30, 2020 |
| Dec 26, 2019 | $0.48394 | Dec 26, 2019 |