MFS Lifetime 2035 I (LFEDX)
| Fund Assets | 652.71M |
| Expense Ratio | 0.54% |
| Min. Investment | $1,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 0.96 |
| Dividend Yield | 4.91% |
| Dividend Growth | 97.10% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 19.60 |
| YTD Return | 12.79% |
| 1-Year Return | 9.30% |
| 5-Year Return | 47.88% |
| 52-Week Low | 16.31 |
| 52-Week High | 19.73 |
| Beta (5Y) | n/a |
| Holdings | 29 |
| Inception Date | Nov 2, 2012 |
About LFEDX
MFS Lifetime 2035 Fund Class I is a target-date mutual fund designed for investors planning to retire around 2035. The fund seeks a high level of total return by maintaining a diversified portfolio of underlying MFS funds, combining stocks, bonds, and other asset classes. Its investment approach features a progressive glide path, meaning the asset allocation becomes more conservative as the target retirement date approaches, aiming to balance growth potential with risk management over time. The fund is actively managed by a team of quantitative professionals, with regular rebalancing to maintain its strategic allocation. MFS Lifetime 2035 Fund Class I provides a convenient way for investors to access a professionally managed, broadly diversified portfolio in a single investment, making it a popular choice for retirement planning within employer-sponsored plans and individual accounts.
Performance
LFEDX had a total return of 9.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.49%.
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 | $0.96182 | Dec 27, 2024 |
| Dec 27, 2023 | $0.48799 | Dec 28, 2023 |
| Dec 28, 2022 | $0.98729 | Dec 29, 2022 |
| Dec 28, 2021 | $1.4833 | Dec 29, 2021 |
| Dec 29, 2020 | $0.46317 | Dec 30, 2020 |
| Dec 26, 2019 | $0.61965 | Dec 26, 2019 |