MFS Lifetime 2035 R6 (LFEKX)
| Fund Assets | 652.71M |
| Expense Ratio | 0.40% |
| Min. Investment | $1,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 0.99 |
| Dividend Yield | 5.00% |
| Dividend Growth | 96.96% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 19.75 |
| YTD Return | 13.00% |
| 1-Year Return | 9.50% |
| 5-Year Return | 48.91% |
| 52-Week Low | 16.42 |
| 52-Week High | 19.87 |
| Beta (5Y) | n/a |
| Holdings | 29 |
| Inception Date | Aug 29, 2016 |
About LFEKX
MFS Lifetime 2035 Fund Class R6 is a target-date mutual fund designed to help investors prepare for retirement around the year 2035. The fund’s primary function is to seek a high level of total return initially through a diversified allocation across asset classes; as the target date approaches and passes, it shifts its focus toward a combination of current income and capital appreciation, adjusting its asset mix to become more conservative over time. Typically, the fund invests in an array of underlying MFS funds, spanning U.S. and international equities, government and corporate bonds, inflation-adjusted securities, and other income-generating assets, providing broad diversification within a single investment. Notable for its active management and disciplined risk control, the fund uses a progressive glide path to balance growth potential in earlier years with risk mitigation as retirement nears. It represents a convenient option for investors seeking automatic portfolio rebalancing and professional oversight without the need to manage allocations themselves. With its multi-asset composition and systematic rebalancing, the MFS Lifetime 2035 Fund Class R6 serves as a core retirement savings vehicle for individuals and institutions, playing a significant role within the target-date fund category.
Performance
LFEKX had a total return of 9.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.29%.
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 | $0.9869 | Dec 27, 2024 |
| Dec 27, 2023 | $0.50107 | Dec 28, 2023 |
| Dec 28, 2022 | $1.00732 | Dec 29, 2022 |
| Dec 28, 2021 | $1.50783 | Dec 29, 2021 |
| Dec 29, 2020 | $0.48489 | Dec 30, 2020 |
| Dec 26, 2019 | $0.63877 | Dec 26, 2019 |