MFS Lifetime 2055 Fund (LFIRX)
| Fund Assets | 437.02M |
| Expense Ratio | 1.57% |
| Min. Investment | $1,000 |
| Turnover | 15.00% |
| Dividend (ttm) | 1.29 |
| Dividend Yield | 5.45% |
| Dividend Growth | 77.25% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 23.73 |
| YTD Return | 10.12% |
| 1-Year Return | 16.65% |
| 5-Year Return | 44.30% |
| 52-Week Low | 20.85 |
| 52-Week High | 23.90 |
| Beta (5Y) | 0.90 |
| Holdings | 24 |
| Inception Date | Nov 2, 2012 |
About LFIRX
MFS Lifetime 2055 Fund Class R1 is a target-date mutual fund designed to provide investors with a professionally managed, diversified portfolio tailored for retirement around the year 2055. The fund targets a high level of total return through its asset allocation strategy in the years leading up to the retirement date in its name. As that date approaches and passes, its asset mix gradually shifts to become more conservative, focusing more on generating income and preserving capital. The fund invests primarily in a broad range of underlying MFS funds, offering exposure to equities, fixed income, and other asset classes. This structure enables automatic rebalancing and risk management by experienced professionals, supporting long-term retirement planning for individuals or participants in employer-sponsored plans. Notable features of MFS Lifetime 2055 Fund Class R1 include disciplined active management, a progressive glide path, and the absence of an initial sales charge for eligible investors. It plays a significant role in facilitating retirement readiness by simplifying investment decisions and empirically adjusting exposure to growth-oriented assets early on, then emphasizing stability closer to and during retirement years.
Performance
LFIRX had a total return of 16.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.39%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
62.51% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research Intl Eq R6 | BRXVX | 11.28% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 10.07% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.50% |
| MFS Value R6 | MEIKX | 5.44% |
| MFS Blended Research Growth Eq R6 | BRWVX | 5.20% |
| MFS Growth R6 | MFEKX | 5.16% |
| MFS Mid Cap Growth R6 | OTCKX | 5.06% |
| MFS Mid Cap Value R6 | MVCKX | 4.98% |
| MFS Global Real Estate R6 | MGLRX | 4.96% |
| MFS Commodity Strategy Fund | MCSRX | 4.87% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.29245 | Dec 24, 2025 |
| Dec 26, 2024 | $0.72917 | Dec 27, 2024 |
| Dec 27, 2023 | $0.49794 | Dec 28, 2023 |
| Dec 28, 2022 | $0.88397 | Dec 29, 2022 |
| Dec 28, 2021 | $1.46126 | Dec 29, 2021 |
| Dec 29, 2020 | $0.19106 | Dec 30, 2020 |