MFS Lifetime 2055 Fund Class B (LFIBX)
| Fund Assets | 437.02M |
| Expense Ratio | 1.58% |
| Min. Investment | $1,000 |
| Turnover | 15.00% |
| Dividend (ttm) | 1.18 |
| Dividend Yield | 5.17% |
| Dividend Growth | 72.80% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 22.75 |
| YTD Return | 4.48% |
| 1-Year Return | 16.21% |
| 5-Year Return | 47.22% |
| 52-Week Low | 17.02 |
| 52-Week High | 23.04 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Nov 2, 2012 |
About LFIBX
MFS Lifetime 2055 Fund Class B is a target-date mutual fund designed for investors planning to retire around 2055. Its primary objective is to deliver a high level of total return aligned with a long-dated glide path, emphasizing capital growth in the early years and gradually shifting toward income and risk mitigation as the target date approaches. The fund invests across a diversified mix of underlying MFS funds, employing active risk management and periodic rebalancing to maintain its strategic allocation over time. It belongs to the Target-Date 2055 category, where allocations are systematically adjusted to more conservative mixes as retirement nears. The strategy is overseen by an experienced quantitative team with established succession planning, reflecting a team-managed approach to asset allocation and risk oversight. Launched in 2012, the series uses the Standard & Poor’s 500 Stock Index as a broad market benchmark reference for context, while maintaining a diversified multi-asset portfolio beyond U.S. equities. This fund serves as a single-fund retirement solution, offering convenient, professionally managed exposure that evolves with an investor’s lifecycle.
Performance
LFIBX had a total return of 16.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.63%.
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
62.16% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 11.17% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 9.95% |
| MFS Value Fund Class R6 | MEIKX | 5.48% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 5.48% |
| MFS Growth Fund Class R6 | MFEKX | 5.10% |
| MFS Blended Research Growth Equity Fund Class R6 | BRWVX | 5.10% |
| MFS Global Real Estate Fund Class R6 | MGLRX | 4.99% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | 4.98% |
| MFS Commodity Strategy Fund Class R6 | MCSRX | 4.96% |
| MFS Mid Cap Growth Fund Class R6 | OTCKX | 4.96% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.18165 | Dec 24, 2025 |
| Dec 26, 2024 | $0.68384 | Dec 27, 2024 |
| Dec 27, 2023 | $0.43414 | Dec 28, 2023 |
| Dec 28, 2022 | $0.83852 | Dec 29, 2022 |
| Dec 28, 2021 | $1.44292 | Dec 29, 2021 |
| Dec 29, 2020 | $0.25744 | Dec 30, 2020 |