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 | 6.19% |
| Dividend Growth | 69.18% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 21.88 |
| YTD Return | 0.55% |
| 1-Year Return | 16.40% |
| 5-Year Return | 45.48% |
| 52-Week Low | 17.94 |
| 52-Week High | 23.32 |
| 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 retirement around 2055. It seeks a high level of total return consistent with its asset allocation until the target year, shifting thereafter to balance current income and capital appreciation through a progressive glide path that emphasizes growth in early years and risk mitigation later. The fund provides convenient access to a professionally managed, broadly diversified portfolio of underlying MFS funds, including equities across sectors like information technology, financials, industrials, health care, and consumer discretionary, as well as fixed income exposures to U.S. government securities, federal agencies, and investment-grade bonds. A team of quantitative professionals determines the dynamic asset allocation using research on company fundamentals and valuation, complemented by fundamental analysis, with allocations spanning North America, Europe, and other regions. This actively managed fund offers disciplined risk management in the target-date category, automatically rebalancing to become more conservative as 2055 approaches.
Performance
LFIAX had a total return of 16.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.55%.
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 Fund - Class A | 1.00% |
Top 10 Holdings
62.41% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 11.44% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 9.88% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 5.55% |
| MFS Value Fund Class R6 | MEIKX | 5.49% |
| MFS Commodity Strategy Fund Class R6 | MCSRX | 5.22% |
| MFS Blended Research Growth Equity Fund Class R6 | BRWVX | 5.04% |
| MFS Growth Fund Class R6 | MFEKX | 5.00% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | 4.99% |
| MFS Global Real Estate Fund Class R6 | MGLRX | 4.99% |
| MFS Mid Cap Growth Fund Class R6 | OTCKX | 4.81% |
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 |