MFS Lifetime 2035 Fund Class C (LFECX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
17.59
-0.11 (-0.62%)
Feb 7, 2025, 4:00 PM EST
6.16%
Fund Assets 493.53M
Expense Ratio 1.54%
Min. Investment $1,000
Turnover n/a
Dividend (ttm) 0.77
Dividend Yield 4.39%
Dividend Growth 128.61%
Payout Frequency Annual
Ex-Dividend Date Dec 26, 2024
Previous Close 17.70
YTD Return 2.75%
1-Year Return 10.92%
5-Year Return 37.72%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 29
Inception Date Nov 2, 2012

About LFECX

The Fund's investment strategy focuses on Growth & Income with 0.99% total expense ratio. The minimum amount to invest in MFS Series Trust XII: MFS Lifetime 2035 Fund; Class C Shares is $1,000 on a standard taxable account. MFS Series Trust XII: MFS Lifetime 2035 Fund; Class C Shares seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the Fund's name; thereafter the Fund will seek total return through a combination of current income and capital appreciation. LFECX invests substantially all of its assets in other MFS mutual funds.

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 10.92% in the past year. Since the fund's inception, the average annual return has been 7.66%, including dividends.

Equivalent Funds

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

Symbol Provider Name Expense Ratio
FJLSX Fidelity Fidelity Flex Freedom Blend 2035 Fund 0.01%
FSNUX Fidelity Fidelity Freedom 2035 Fund 0.60%
FHJDX Fidelity Fidelity Freedom Blend 2035 Fund 0.28%
FHJGX Fidelity Fidelity Freedom Blend 2035 Fund 0.73%
FWTKX Fidelity Fidelity Freedom 2035 Fund 0.40%

Other Share Classes

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

Symbol Share Class Expense Ratio
LFEKX R6 0.40%
LFEUX R4 0.54%
LFEDX I 0.54%
LFETX R3 0.79%

Top 10 Holdings

56.65% of assets
Name Symbol Weight
MFS Government Securities Fund Class R6 MFGKX 8.05%
MFS Total Return Bond Fund Class R6 MRBKX 7.58%
MFS Blended Research Mid Cap Equity Fund R6 BMSYX 7.24%
MFS Inflation-Adjusted Bond Fund Class R6 MIAKX 6.70%
MFS Blended Research International Equity Fund Class R6 BRXVX 6.37%
MFS Global Opportunistic Bond Fund Class R6 MGBOX 4.70%
MFS Value Fund Class R6 MEIKX 4.13%
MFS Blended Research Value Equity Fund Class R6 BRUNX 4.13%
MFS High Income Fund Class R6 MHIKX 3.99%
MFS Research Fund Class R6 MFRKX 3.75%
View More Holdings

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
Full Dividend History