MFS Lifetime 2055 Fund Class C (LFICX)

Fund Assets	437.02M
Expense Ratio	1.54%
Min. Investment	$1,000
Turnover	15.00%
Dividend (ttm)	1.26
Dividend Yield	5.16%
Dividend Growth	78.67%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	24.44
YTD Return	14.03%
1-Year Return	17.87%
5-Year Return	45.77%
52-Week Low	20.83
52-Week High	24.62
Beta (5Y)	0.90
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.

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

Performance

LFICX had a total return of 17.87% 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	0.45%
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%

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	$1.26067	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

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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