MFS Lifetime 2035 Fund Class R1 (LFERX)
| Fund Assets | 652.71M |
| Expense Ratio | 1.54% |
| Min. Investment | $1,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 1.27 |
| Dividend Yield | 6.78% |
| Dividend Growth | 60.88% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 18.64 |
| YTD Return | 2.97% |
| 1-Year Return | 12.62% |
| 5-Year Return | 34.41% |
| 52-Week Low | 15.13 |
| 52-Week High | 18.80 |
| Beta (5Y) | n/a |
| Holdings | 30 |
| Inception Date | Nov 2, 2012 |
About LFERX
MFS Lifetime 2035 Fund Class R1 is a target-date mutual fund designed to offer a professionally managed, diversified investment solution for individuals planning to retire around the year 2035. The fund employs a progressive glide path strategy, initially focusing on capital growth through higher allocations to equities and gradually shifting towards a more conservative mix emphasizing income and capital preservation as the target retirement year approaches. Its portfolio consists of a broad mix of MFS mutual funds, spanning U.S. and international equities, bonds, and specialty investments, and is systematically rebalanced to maintain alignment with its allocation objectives. The fund is actively managed by a team of quantitative investment professionals who utilize both fundamental and quantitative research methods to optimize asset selection and risk management. With no initial sales charges and a net expense ratio of approximately 1.52%, MFS Lifetime 2035 Fund Class R1 aims to provide a convenient all-in-one retirement investment solution that evolves to address the changing risk tolerance and income needs of investors as they near and enter retirement. This fund plays a significant role in retirement planning by offering access to global markets, disciplined risk management, and a dynamic asset allocation model.
Performance
LFERX had a total return of 12.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.03%.
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 | 0.39% |
| FHGLX | Fidelity | Fidelity Advisor Freedom 2035 Fund - Class K6 | 0.41% |
| FITHX | Fidelity | Fidelity Advisor Freedom 2035 Fund - Class I | 0.69% |
| FIJOX | Fidelity | Fidelity Advisor Freedom 2035 Fund - Class Z | 0.60% |
| FNIPX | Fidelity | Fidelity Freedom Index 2035 Premier | 0.05% |
Top 10 Holdings
59.57% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Government Securities Fund Class R6 | MFGKX | 10.03% |
| MFS Total Return Bond Fund Class R6 | MRBKX | 8.82% |
| MFS Inflation-Adjusted Bond Fund Class R6 | MIAKX | 7.17% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 6.82% |
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 6.17% |
| MFS Global Opportunistic Bond Fund Class R6 | MGBOX | 5.10% |
| MFS High Income Fund Class R6 | MHIKX | 4.03% |
| MFS Value Fund Class R6 | MEIKX | 3.94% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 3.94% |
| MFS Research Fund Class R6 | MFRKX | 3.57% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.26815 | Dec 24, 2025 |
| Dec 26, 2024 | $0.78824 | Dec 27, 2024 |
| Dec 27, 2023 | $0.32477 | Dec 28, 2023 |
| Dec 28, 2022 | $0.8466 | Dec 29, 2022 |
| Dec 28, 2021 | $1.30023 | Dec 29, 2021 |
| Dec 29, 2020 | $0.19861 | Dec 30, 2020 |