MFS Lifetime 2035 R4 (LFEUX)

Fund Assets	652.71M
Expense Ratio	0.52%
Min. Investment	$1,000
Turnover	14.00%
Dividend (ttm)	1.45
Dividend Yield	7.21%
Dividend Growth	51.25%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	20.03
YTD Return	8.83%
1-Year Return	12.81%
5-Year Return	38.39%
52-Week Low	18.10
52-Week High	20.21
Beta (5Y)	0.81
Holdings	28
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.

• Fund Family: MFS
• Category: Target-Date 2035
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFEUX
• Share Class: R4
• Index: S&P 500 TR

Performance

LFEUX had a total return of 12.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.19%.

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 Fund - Class K6	0.38%
FITHX	Fidelity	Fidelity Advisor Freedom 2035 Fund - Class I	0.63%
FIJOX	Fidelity	Fidelity Advisor Freedom 2035 Fund - Class Z	0.58%
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%
LFEDX	I	0.52%
LFETX	R3	0.77%
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	$1.44951	Dec 24, 2025
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

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 23, 2026

Data Sources Report a data error