MFS Lifetime 2035 R3 (LFETX)

Fund Assets	652.71M
Expense Ratio	0.77%
Min. Investment	$1,000
Turnover	14.00%
Dividend (ttm)	1.41
Dividend Yield	7.12%
Dividend Growth	54.89%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	19.79
YTD Return	8.70%
1-Year Return	12.62%
5-Year Return	36.67%
52-Week Low	17.91
52-Week High	19.97
Beta (5Y)	0.71
Holdings	28
Inception Date	Nov 2, 2012

About LFETX

MFS Lifetime 2035 Fund Class R3 is a target-date mutual fund designed to help investors prepare for retirement around the year 2035. Its primary function is to provide a high level of total return by investing in a diversified mix of asset classes, including U.S. and international equities, bonds, and specialty funds. The fund achieves diversification and risk management by allocating its assets among underlying MFS mutual funds, with professional oversight ensuring the portfolio adapts over time. A distinguishing feature of this fund is its "glide path"—the asset allocation becomes progressively more conservative as the target retirement date approaches. Early on, the portfolio is more growth-oriented to capitalize on long-term appreciation, but as 2035 nears, the mix shifts to favor income and capital preservation. This automatic allocation adjustment aims to balance growth and risk for investors with retirement goals linked to the fund’s target date. MFS Lifetime 2035 Fund Class R3 plays a significant role in retirement planning, offering a convenient, one-stop approach for individuals seeking professional diversification and regular rebalancing in line with their anticipated retirement timing.

• Fund Family: MFS
• Category: Target-Date 2035
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFETX
• Share Class: R3
• Index: S&P 500 TR

Performance

LFETX had a total return of 12.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.90%.

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
LFEKX	R6	0.38%
LFEUX	R4	0.52%
LFEDX	I	0.52%
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	$1.41054	Dec 24, 2025
Dec 26, 2024	$0.91068	Dec 27, 2024
Dec 27, 2023	$0.44034	Dec 28, 2023
Dec 28, 2022	$0.94076	Dec 29, 2022
Dec 28, 2021	$1.43232	Dec 29, 2021
Dec 29, 2020	$0.42612	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 24, 2026

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