MFS Lifetime 2055 Fund (LFIAX)
| Fund Assets | 426.32M |
| Expense Ratio | 0.83% |
| Min. Investment | $1,000 |
| Turnover | 15.00% |
| Dividend (ttm) | 0.85 |
| Dividend Yield | 3.56% |
| Dividend Growth | 38.91% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 22.45 |
| YTD Return | 12.61% |
| 1-Year Return | 16.18% |
| 5-Year Return | 68.54% |
| 52-Week Low | 17.94 |
| 52-Week High | 22.61 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Nov 2, 2012 |
About LFIAX
MFS Lifetime 2055 Fund Class A is a target-date mutual fund designed for investors planning to retire around the year 2055. Its primary function is to provide a **professionally managed, all-in-one diversified portfolio** that automatically adjusts its asset allocation over time. Early in its life cycle, the fund emphasizes asset growth by allocating more heavily to equities; as the target retirement date approaches, its allocation becomes progressively more conservative, increasing exposure to fixed income and capital preservation assets. The fund invests across a range of underlying MFS mutual funds, thereby delivering **broad diversification across global equities, fixed income, and other asset classes**, with holdings actively managed and periodically rebalanced to maintain the intended risk-return profile. The fund's approach seeks to balance risk and return to match changing investment needs over an investor’s lifecycle. Key sectors impacted include information technology, financials, and industrials, mirroring its broad equity exposure. The MFS Lifetime 2055 Fund Class A plays a significant role in the financial market by offering a convenient solution for retirement savers seeking a dynamic, glide-path driven investment vehicle that evolves as their retirement date approaches.
Performance
LFIAX had a total return of 16.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.69%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
62.65% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research Intl Eq R6 | BRXVX | 11.19% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 10.05% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.51% |
| MFS Value R6 | MEIKX | 5.46% |
| MFS Blended Research Growth Eq R6 | BRWVX | 5.31% |
| MFS Growth R6 | MFEKX | 5.25% |
| MFS Mid Cap Growth R6 | OTCKX | 5.05% |
| MFS Mid Cap Value R6 | MVCKX | 5.02% |
| MFS Commodity Strategy Fund | MCSRX | 4.92% |
| MFS Global Real Estate R6 | MGLRX | 4.91% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $0.84891 | Dec 27, 2024 |
| Dec 27, 2023 | $0.61113 | Dec 28, 2023 |
| Dec 28, 2022 | $0.99608 | Dec 29, 2022 |
| Dec 28, 2021 | $1.6154 | Dec 29, 2021 |
| Dec 29, 2020 | $0.38956 | Dec 30, 2020 |
| Dec 26, 2019 | $0.60669 | Dec 26, 2019 |