MFS Lifetime 2035 R1 (LFERX)

Fund Assets	652.71M
Expense Ratio	1.52%
Min. Investment	$1,000
Turnover	14.00%
Dividend (ttm)	1.27
Dividend Yield	6.48%
Dividend Growth	60.88%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	19.66
YTD Return	8.20%
1-Year Return	11.13%
5-Year Return	29.84%
52-Week Low	17.77
52-Week High	19.75
Beta (5Y)	0.81
Holdings	28
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.

• Fund Family: MFS
• Category: Target-Date 2035
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFERX
• Share Class: R1
• Index: S&P 500 TR

Performance

LFERX had a total return of 11.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.06%.

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 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%

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%
LFEDX	I	0.52%
LFETX	R3	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 Eq 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 R6	BRUNX	3.89%
MFS Value R6	MEIKX	3.86%
MFS Blended Research Growth Eq R6	BRWVX	3.51%

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

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 27, 2026

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