MFS Lifetime 2035 R2 (LFESX)

Fund Assets	652.71M
Expense Ratio	1.02%
Min. Investment	$1,000
Turnover	14.00%
Dividend (ttm)	0.47
Dividend Yield	2.37%
Dividend Growth	1.88%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	19.89
YTD Return	8.63%
1-Year Return	11.80%
5-Year Return	33.21%
52-Week Low	17.93
52-Week High	19.99
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.

• Fund Family: MFS
• Category: Target-Date 2035
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFESX
• Share Class: R2
• Index: S&P 500 TR

Performance

LFESX had a total return of 11.80% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.62%.

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	$1.33352	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

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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