MFS Lifetime 2035 R2 (LFESX)
| Fund Assets | 652.71M |
| Expense Ratio | 1.02% |
| Min. Investment | $1,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 1.33 |
| Dividend Yield | 6.82% |
| Dividend Growth | 54.83% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 19.54 |
| YTD Return | 6.34% |
| 1-Year Return | 11.67% |
| 5-Year Return | 33.33% |
| 52-Week Low | 17.93 |
| 52-Week High | 19.72 |
| Beta (5Y) | 0.81 |
| Holdings | 28 |
| Inception Date | Nov 2, 2012 |
About LFESX
MFS Lifetime 2035 Fund Class R2 is an actively managed target-date mutual fund designed for investors planning to retire around the year 2035. Its primary function is to deliver a high level of total return through a carefully structured asset allocation strategy that evolves over time: the fund focuses on asset growth in its earlier years and gradually shifts toward risk mitigation and income generation as the target date approaches. This progressive glide path ensures that the portfolio becomes more conservative, prioritizing capital preservation and income as investors near retirement. The fund invests across a diversified mix of asset classes by allocating substantially all of its assets into underlying MFS mutual funds. These underlying funds span U.S. equities, international equities, fixed income, and specialty investments—each selected through a disciplined, two-stage quantitative process to optimize diversification and risk-adjusted returns. With built-in rebalancing, active risk management, and no initial sales charge for Class R2 shares, the fund is structured for convenience and broad accessibility to eligible investors. It plays a key role in retirement planning, offering a single investment solution that adapts to changing market conditions and investor needs, helping participants manage longevity and market risks during accumulation and into retirement.
Performance
LFESX had a total return of 11.67% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.54%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
60.07% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Government Securities R6 | MFGKX | 9.84% |
| MFS Total Return Bond R6 | MRBKX | 9.55% |
| MFS Inflation-Adjusted Bond R6 | MIAKX | 7.26% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 6.76% |
| MFS Blended Research Intl Eq R6 | BRXVX | 6.14% |
| MFS Global Opportunistic Bd R6 | MGBOX | 5.18% |
| MFS High Income R6 | MHIKX | 3.95% |
| MFS Blended Research Value Equity R6 | BRUNX | 3.93% |
| MFS Value R6 | MEIKX | 3.84% |
| MFS Blended Research Growth Eq R6 | BRWVX | 3.61% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.33352 | Dec 24, 2025 |
| Dec 26, 2024 | $0.86127 | Dec 27, 2024 |
| Dec 27, 2023 | $0.39435 | Dec 28, 2023 |
| Dec 28, 2022 | $0.89693 | Dec 29, 2022 |
| Dec 28, 2021 | $1.3704 | Dec 29, 2021 |
| Dec 29, 2020 | $0.34264 | Dec 30, 2020 |