MFS Lifetime 2055 Fund (LFIKX)
| Fund Assets | 426.32M |
| Expense Ratio | 0.44% |
| Min. Investment | $1,000 |
| Turnover | 15.00% |
| Dividend (ttm) | 0.94 |
| Dividend Yield | 4.09% |
| Dividend Growth | 39.59% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 23.08 |
| YTD Return | 14.14% |
| 1-Year Return | 14.63% |
| 5-Year Return | 72.90% |
| 52-Week Low | 18.12 |
| 52-Week High | 23.08 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Aug 29, 2016 |
About LFIKX
MFS Lifetime 2055 Fund Class R6 is a target-date mutual fund designed for investors planning to retire around 2055. Its primary goal is to deliver a high level of total return consistent with a shifting asset allocation that emphasizes growth in the early years and progressively reduces risk as the target date approaches. The fund invests mainly in a diversified mix of underlying MFS mutual funds, providing broad exposure across equities, fixed income, and other asset classes, and is professionally rebalanced to maintain its glide path over time. The strategy features disciplined, active risk management at both the underlying fund level and the overall portfolio level. Equity exposures span major sectors, with notable weights in financials, information technology, and industrials among others, reflecting a globally diversified approach to growth while incorporating income-oriented assets later in the lifecycle. Class R6 shares are designed for eligible investors without a sales charge, aligning the share class with retirement plan platforms and institutional pricing structures. Established in 2012, the fund serves as a convenient, single-fund solution for long-horizon retirement savers seeking a dynamic allocation that becomes more conservative over time.
Performance
LFIKX had a total return of 14.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.98%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
62.65% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research Intl Eq R6 | BRXVX | 11.19% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 10.05% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.51% |
| MFS Value R6 | MEIKX | 5.46% |
| MFS Blended Research Growth Eq R6 | BRWVX | 5.31% |
| MFS Growth R6 | MFEKX | 5.25% |
| MFS Mid Cap Growth R6 | OTCKX | 5.05% |
| MFS Mid Cap Value R6 | MVCKX | 5.02% |
| MFS Commodity Strategy Fund | MCSRX | 4.92% |
| MFS Global Real Estate R6 | MGLRX | 4.91% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $0.94181 | Dec 27, 2024 |
| Dec 27, 2023 | $0.67471 | Dec 28, 2023 |
| Dec 28, 2022 | $1.06202 | Dec 29, 2022 |
| Dec 28, 2021 | $1.69146 | Dec 29, 2021 |
| Dec 29, 2020 | $0.44602 | Dec 30, 2020 |
| Dec 26, 2019 | $0.65783 | Dec 26, 2019 |