MFS Lifetime 2055 R1 (LFIRX)

Fund Assets	437.02M
Expense Ratio	1.57%
Min. Investment	$1,000
Turnover	15.00%
Dividend (ttm)	0.35
Dividend Yield	1.43%
Dividend Growth	6.24%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	24.46
YTD Return	14.09%
1-Year Return	17.94%
5-Year Return	45.86%
52-Week Low	20.85
52-Week High	24.64
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.

• Fund Family: MFS
• Category: Target-Date 2055
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFIRX
• Share Class: R1
• Index: S&P 500 TR

Performance

LFIRX had a total return of 17.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.58%.

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
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	$1.29245	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

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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