MFS Lifetime 2035 Fund Class C (LFECX)

Fund Assets	652.71M
Expense Ratio	1.50%
Min. Investment	$1,000
Turnover	14.00%
Dividend (ttm)	0.40
Dividend Yield	2.12%
Dividend Growth	7.34%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	18.89
YTD Return	5.35%
1-Year Return	7.09%
5-Year Return	28.61%
52-Week Low	17.53
52-Week High	19.50
Beta (5Y)	0.81
Holdings	28
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.

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

Performance

LFECX had a total return of 7.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.79%.

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 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	0.36%
LFEUX	R4	0.50%
LFEDX	I	0.50%
LFETX	R3	0.75%

Top 10 Holdings

60.21% of assets

Name	Symbol	Weight
MFS Total Return Bond R6	MRBKX	9.95%
MFS Government Securities R6	MFGKX	9.93%
MFS Inflation-Adjusted Bond R6	MIAKX	7.46%
MFS Blended Research Mid Cap Eq R6	BMSYX	6.44%
MFS Blended Research Intl Eq R6	BRXVX	5.97%
MFS Global Opportunistic Bd R6	MGBOX	5.30%
MFS High Income R6	MHIKX	4.00%
MFS Blended Research Value Equity R6	BRUNX	3.86%
MFS Value R6	MEIKX	3.81%
MFS Blended Research Growth Eq R6	BRWVX	3.50%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 23, 2025	$1.26591	Dec 24, 2025
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

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:

Oct 16, 2026

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