MFS Lifetime 2035 Fund Class I (LFEDX)

Fund Assets	652.71M
Expense Ratio	0.52%
Min. Investment	$1,000
Turnover	14.00%
Dividend (ttm)	1.46
Dividend Yield	7.30%
Dividend Growth	51.80%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	20.01
YTD Return	9.41%
1-Year Return	12.86%
5-Year Return	37.49%
52-Week Low	17.92
52-Week High	20.01
Beta (5Y)	0.81
Holdings	28
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.

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

Performance

LFEDX had a total return of 12.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.21%.

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 Fund - Class K6	0.38%
FITHX	Fidelity	Fidelity Advisor Freedom 2035 Fund - Class I	0.63%
FIJOX	Fidelity	Fidelity Advisor Freedom 2035 Fund - Class Z	0.58%
FFTHX	Fidelity	Fidelity Freedom 2035 Fund	0.63%

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%
LFETX	R3	0.77%
LFEAX	A	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 Fund Class R6	MIAKX	7.29%
MFS Blended Research Mid Cap Equity Fund R6	BMSYX	6.70%
MFS Blended Research International Equity Fund Class R6	BRXVX	5.95%
MFS Global Opportunistic Bond Fund Class R6	MGBOX	5.23%
MFS High Income R6	MHIKX	3.97%
MFS Blended Research Value Equity Fund Class R6	BRUNX	3.89%
MFS Value R6	MEIKX	3.86%
MFS Blended Research Growth Equity Fund Class R6	BRWVX	3.51%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 23, 2025	$1.46006	Dec 24, 2025
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

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 17, 2026

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