MFS Lifetime 2055 Fund (LFIKX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
22.85
-0.02 (-0.09%)
Sep 9, 2025, 4:00 PM EDT
-0.09%
Fund Assets426.32M
Expense Ratio0.44%
Min. Investment$1,000
Turnover15.00%
Dividend (ttm)0.94
Dividend Yield4.12%
Dividend Growth39.59%
Payout FrequencyAnnual
Ex-Dividend Daten/a
Previous Close22.87
YTD Return13.34%
1-Year Return17.07%
5-Year Return75.84%
52-Week Low18.12
52-Week High22.87
Beta (5Y)n/a
Holdings24
Inception DateAug 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.

Fund Family MFS
Category Target-Date 2055
Stock Exchange NASDAQ
Ticker Symbol LFIKX
Share Class R6
Index S&P 500 TR

Performance

LFIKX had a total return of 17.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.91%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FQLSXFidelityFidelity Flex Freedom Blend 20550.01%
FCTKXFidelityFidelity Freedom 2055 K60.46%
FIJSXFidelityFidelity Advisor Freedom 2055 Z0.65%
FBGLXFidelityFidelity Advisor Freedom 2055 K60.46%
FHFAXFidelityFidelity Advisor Freedom 2055 A1.00%

Other Share Classes

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

SymbolShare ClassExpense Ratio
LFIIXI0.58%
LFIUXR40.58%
LFIAXA0.83%
LFITXR30.83%

Top 10 Holdings

62.65% of assets
NameSymbolWeight
MFS Blended Research Intl Eq R6BRXVX11.19%
MFS Blended Research Mid Cap Eq R6BMSYX10.05%
MFS Blended Research Value Equity R6BRUNX5.51%
MFS Value R6MEIKX5.46%
MFS Blended Research Growth Eq R6BRWVX5.31%
MFS Growth R6MFEKX5.25%
MFS Mid Cap Growth R6OTCKX5.05%
MFS Mid Cap Value R6MVCKX5.02%
MFS Commodity Strategy FundMCSRX4.92%
MFS Global Real Estate R6MGLRX4.91%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 26, 2024$0.94181Dec 27, 2024
Dec 27, 2023$0.67471Dec 28, 2023
Dec 28, 2022$1.06202Dec 29, 2022
Dec 28, 2021$1.69146Dec 29, 2021
Dec 29, 2020$0.44602Dec 30, 2020
Dec 26, 2019$0.65783Dec 26, 2019
Full Dividend History