MFS Lifetime 2035 R4 (LFEUX)
| Fund Assets | 652.71M |
| Expense Ratio | 0.54% |
| Min. Investment | $1,000 |
| Turnover | 14.00% |
| Dividend (ttm) | 0.96 |
| Dividend Yield | 4.85% |
| Dividend Growth | 108.13% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 19.79 |
| YTD Return | 12.79% |
| 1-Year Return | 9.31% |
| 5-Year Return | 47.87% |
| 52-Week Low | 16.45 |
| 52-Week High | 19.90 |
| Beta (5Y) | n/a |
| Holdings | 29 |
| Inception Date | Nov 2, 2012 |
About LFEUX
MFS Lifetime 2035 Fund R4 is a target-date mutual fund structured to help investors accumulate assets for retirement with an anticipated retirement year of 2035. Its primary function is to seek a high level of total return, achieved through a dynamic asset allocation strategy that evolves over time: the fund emphasizes capital growth in its early years and gradually shifts to a more conservative stance designed to mitigate risk as the 2035 target approaches. The fund achieves broad diversification by investing in a mix of underlying MFS mutual funds encompassing U.S. and international equities, fixed income, and specialty asset classes. Active risk management and regular rebalancing are core features, ensuring that the portfolio remains aligned with its changing risk profile and long-term objectives. MFS Lifetime 2035 Fund R4 plays a significant role in retirement planning, offering investors professional allocation, convenience, and the peace of mind that comes from a managed glide path that seeks to balance growth and capital preservation as retirement nears.
Performance
LFEUX had a total return of 9.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.46%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
58.67% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Government Securities R6 | MFGKX | 9.33% |
| MFS Total Return Bond R6 | MRBKX | 8.39% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 7.03% |
| MFS Inflation-Adjusted Bond R6 | MIAKX | 6.93% |
| MFS Blended Research Intl Eq R6 | BRXVX | 6.28% |
| MFS Global Opportunistic Bd R6 | MGBOX | 4.96% |
| MFS Blended Research Value Equity R6 | BRUNX | 4.05% |
| MFS Value R6 | MEIKX | 4.04% |
| MFS High Income R6 | MHIKX | 3.97% |
| MFS Blended Research Growth Eq R6 | BRWVX | 3.69% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $0.95833 | Dec 27, 2024 |
| Dec 27, 2023 | $0.46045 | Dec 28, 2023 |
| Dec 28, 2022 | $0.98165 | Dec 29, 2022 |
| Dec 28, 2021 | $1.46642 | Dec 29, 2021 |
| Dec 29, 2020 | $0.45197 | Dec 30, 2020 |
| Dec 26, 2019 | $0.61991 | Dec 26, 2019 |