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.
Fund Family MFS
Category Target-Date 2055
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol LFIAX
Share Class A
Index S&P 500 TR
LFIAX had a total return of 13.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.96%.
