MFS Lifetime 2055 R6 (LFIKX)

Fund Assets	437.02M
Expense Ratio	0.43%
Min. Investment	$1,000
Turnover	15.00%
Dividend (ttm)	1.52
Dividend Yield	6.02%
Dividend Growth	61.26%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	25.21
YTD Return	14.84%
1-Year Return	19.19%
5-Year Return	54.37%
52-Week Low	21.39
52-Week High	25.39
Beta (5Y)	0.90
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.

• Fund Family: MFS
• Category: Target-Date 2055
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFIKX
• Share Class: R6
• Index: S&P 500 TR

Performance

LFIKX had a total return of 19.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.67%.

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
LFIUX	R4	0.57%
LFIIX	I	0.57%
LFIAX	A	0.82%
LFITX	R3	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	$1.51874	Dec 24, 2025
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

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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