MFS Lifetime 2055 R2 (LFISX)

Fund Assets	437.02M
Expense Ratio	1.07%
Min. Investment	$1,000
Turnover	15.00%
Dividend (ttm)	1.35
Dividend Yield	5.41%
Dividend Growth	65.43%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	24.90
YTD Return	14.36%
1-Year Return	18.45%
5-Year Return	49.47%
52-Week Low	21.18
52-Week High	25.08
Beta (5Y)	0.90
Holdings	24
Inception Date	Nov 2, 2012

About LFISX

MFS Lifetime 2055 Fund R2 Shares is a target-date mutual fund designed to deliver a high level of total return through a diversified, actively managed asset allocation that evolves as 2055 approaches. The strategy employs a progressive glide path, emphasizing equity exposure in the early years to pursue growth and gradually shifting toward fixed income and more conservative assets as the target date nears. The fund invests across a broad mix of underlying MFS funds, providing multi-asset diversification and systematic rebalancing within a single vehicle. It is overseen by a team-based quantitative management approach, with long-tenured leadership and defined risk management processes. Sector exposures within the equity sleeve span information technology, financials, industrials, and consumer-related industries, reflecting a globally diversified opportunity set. Fixed income characteristics of underlying holdings emphasize intermediate duration and broad issuer exposure to help moderate volatility over time. Established in 2012, the fund’s mandate and glide path are intended to align with the needs of investors planning to retire around 2055, transitioning from growth-oriented positioning to a focus on income and capital preservation as retirement approaches.

• Fund Family: MFS
• Category: Target-Date 2055
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFISX
• Share Class: R2
• Index: S&P 500 TR

Performance

LFISX had a total return of 18.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.05%.

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	$1.34743	Dec 24, 2025
Dec 26, 2024	$0.81452	Dec 27, 2024
Dec 27, 2023	$0.55508	Dec 28, 2023
Dec 28, 2022	$0.94376	Dec 29, 2022
Dec 28, 2021	$1.50431	Dec 29, 2021
Dec 29, 2020	$0.30701	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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