MFS Lifetime 2055 Fund Class B (LFIBX)

Fund Assets	437.02M
Expense Ratio	1.57%
Min. Investment	$1,000
Turnover	15.00%
Dividend (ttm)	1.18
Dividend Yield	4.76%
Dividend Growth	72.80%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	24.99
YTD Return	14.27%
1-Year Return	17.43%
5-Year Return	46.46%
52-Week Low	21.24
52-Week High	25.17
Beta (5Y)	0.90
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.

• Fund Family: MFS
• Category: Target-Date 2055
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFIBX
• Share Class: B
• Index: S&P 500 TR

Performance

LFIBX had a total return of 17.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.64%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FCTKX	Fidelity	Fidelity Freedom 2055 Fund Class K6	0.45%
FIJSX	Fidelity	Fidelity Advisor Freedom 2055 Z	0.65%
FBGLX	Fidelity	Fidelity Advisor Freedom 2055 K6	0.45%
FHFAX	Fidelity	Fidelity Advisor Freedom 2055 A	0.93%
FHFIX	Fidelity	Fidelity Advisor Freedom 2055 I	0.68%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LFIKX	R6	0.43%
LFIUX	R4	0.57%
LFIIX	I	0.57%
LFIAX	A	0.82%

Top 10 Holdings

62.54% of assets

Name	Symbol	Weight
MFS Blended Research Intl Eq R6	BRXVX	11.15%
MFS Blended Research Mid Cap Eq R6	BMSYX	10.28%
MFS Blended Research Value Equity R6	BRUNX	5.54%
MFS Value R6	MEIKX	5.47%
MFS Blended Research Growth Eq R6	BRWVX	5.13%
MFS Mid Cap Growth R6	OTCKX	5.13%
MFS Growth R6	MFEKX	5.08%
MFS Mid Cap Value R6	MVCKX	5.08%
MFS Global Real Estate R6	MGLRX	5.01%
MFS Commodity Strategy R6	MCSRX	4.67%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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