MFS Lifetime 2035 R6 (LFEKX)

Fund Assets	652.71M
Expense Ratio	0.38%
Min. Investment	$1,000
Turnover	14.00%
Dividend (ttm)	1.49
Dividend Yield	7.44%
Dividend Growth	50.62%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	19.98
YTD Return	8.91%
1-Year Return	13.00%
5-Year Return	39.29%
52-Week Low	18.05
52-Week High	20.16
Beta (5Y)	0.81
Holdings	28
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.

• Fund Family: MFS
• Category: Target-Date 2035
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFEKX
• Share Class: R6
• Index: S&P 500 TR

Performance

LFEKX had a total return of 13.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.84%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FHGLX	Fidelity	Fidelity Advisor Freedom 2035 K6	0.38%
FITHX	Fidelity	Fidelity Advisor Freedom 2035 Fund - Class I	0.63%
FIJOX	Fidelity	Fidelity Advisor Freedom 2035 Z	0.58%
FNIPX	Fidelity	Fidelity Freedom Index 2035 Premier	0.05%
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
LFEUX	R4	0.52%
LFEDX	I	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 R6	MIAKX	7.29%
MFS Blended Research Mid Cap Equity Fund R6	BMSYX	6.70%
MFS Blended Research Intl Eq R6	BRXVX	5.95%
MFS Global Opportunistic Bd 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	$1.48642	Dec 24, 2025
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

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 23, 2026

Data Sources Report a data error