MFS Lifetime 2055 Fund Class C (LFICX)
| Fund Assets | 437.02M |
| Expense Ratio | 1.58% |
| Min. Investment | $1,000 |
| Turnover | 15.00% |
| Dividend (ttm) | 1.26 |
| Dividend Yield | 5.63% |
| Dividend Growth | 78.67% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 22.31 |
| YTD Return | 4.48% |
| 1-Year Return | 16.22% |
| 5-Year Return | 47.19% |
| 52-Week Low | 16.69 |
| 52-Week High | 22.59 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Nov 2, 2012 |
About LFICX
MFS Lifetime 2055 Fund Class C is a target-date mutual fund designed to provide investors with a diversified, adaptive investment solution aimed at individuals planning to retire around the year 2055. Its primary function is to deliver a high level of total return through an asset allocation strategy that dynamically evolves over time: the fund pursues capital growth during its early years and gradually shifts towards risk mitigation and income generation as its target date approaches. The fund features disciplined active management, allocating assets across a broad mix of equity and fixed income securities, with substantial exposure to sectors such as information technology, financials, industrials, health care, and real estate. This approach enables the fund to offer exposure to both U.S. and global markets by investing in various MFS mutual funds, leading to broad diversification and professional oversight in a single investment vehicle. The MFS Lifetime 2055 Fund Class C plays a significant role in the financial market by catering to long-term investors seeking a convenient and automatically rebalancing portfolio aligned with their retirement timeline.
Performance
LFICX had a total return of 16.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.79%.
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 | n/a |
| 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 | $1.26067 | Dec 24, 2025 |
| Dec 26, 2024 | $0.70559 | Dec 27, 2024 |
| Dec 27, 2023 | $0.47161 | Dec 28, 2023 |
| Dec 28, 2022 | $0.86315 | Dec 29, 2022 |
| Dec 28, 2021 | $1.45602 | Dec 29, 2021 |
| Dec 29, 2020 | $0.24925 | Dec 30, 2020 |