MFS Lifetime 2055 Fund Class A (LFIAX)
| Fund Assets | 437.02M |
| Expense Ratio | 0.83% |
| Min. Investment | $1,000 |
| Turnover | 15.00% |
| Dividend (ttm) | 1.44 |
| Dividend Yield | 6.01% |
| Dividend Growth | 69.18% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 23.88 |
| YTD Return | 2.56% |
| 1-Year Return | 14.49% |
| 5-Year Return | 51.13% |
| 52-Week Low | 17.92 |
| 52-Week High | 24.16 |
| 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 14.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.75%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FQLSX | Fidelity | Fidelity Flex Freedom Blend 2055 Fund | 0.01% |
| FCTKX | Fidelity | Fidelity Freedom 2055 Fund Class K6 | 0.46% |
| FIJSX | Fidelity | Fidelity Advisor Freedom 2055 Fund - Class Z | 0.65% |
| FBGLX | Fidelity | Fidelity Advisor Freedom 2055 Fund - Class K6 | 0.46% |
| FHFAX | Fidelity | Fidelity Advisor Freedom 2055 A | 1.00% |
Top 10 Holdings
62.49% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 11.24% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 10.03% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 5.51% |
| MFS Value Fund Class R6 | MEIKX | 5.50% |
| MFS Blended Research Growth Equity Fund Class R6 | BRWVX | 5.12% |
| MFS Growth Fund Class R6 | MFEKX | 5.12% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | 5.01% |
| MFS Commodity Strategy Fund Class R6 | MCSRX | 5.00% |
| MFS Global Real Estate Fund Class R6 | MGLRX | 4.98% |
| MFS Mid Cap Growth Fund Class R6 | OTCKX | 4.98% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.43619 | Dec 24, 2025 |
| 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 |