MFS Lifetime 2055 Fund (LFITX)
| Fund Assets | 426.32M |
| Expense Ratio | 0.83% |
| Min. Investment | $1,000 |
| Turnover | 15.00% |
| Dividend (ttm) | 0.86 |
| Dividend Yield | 3.81% |
| Dividend Growth | 40.54% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 22.46 |
| YTD Return | 12.66% |
| 1-Year Return | 16.22% |
| 5-Year Return | 68.56% |
| 52-Week Low | 17.94 |
| 52-Week High | 22.61 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Nov 2, 2012 |
About LFITX
MFS Lifetime 2055 Fund Class R3 is a target‑date mutual fund designed for investors planning to retire around 2055. Its primary objective is to seek a high level of total return consistent with an evolving asset allocation that emphasizes growth in the early years and progressively reduces risk as the target date approaches, ultimately pursuing total return via current income and capital appreciation thereafter. The fund invests across a diversified mix of underlying MFS funds, employing disciplined, active risk management and automatic rebalancing to maintain its glide path. Equity exposure spans major sectors such as information technology, financials, industrials, and consumer discretionary, complemented by allocations to fixed income, real assets, and commodities through underlying strategies to broaden diversification. Positioned within the Target-Date 2055 category, it offers a professionally managed, consolidated portfolio solution that adjusts over time, aiming to balance long-term growth needs with risk mitigation as retirement nears. Managed by an experienced team with established succession planning, the series is supported by MFS’s active research platform and multi-asset oversight.
Performance
LFITX had a total return of 16.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.70%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
62.65% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research Intl Eq R6 | BRXVX | 11.19% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 10.05% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.51% |
| MFS Value R6 | MEIKX | 5.46% |
| MFS Blended Research Growth Eq R6 | BRWVX | 5.31% |
| MFS Growth R6 | MFEKX | 5.25% |
| MFS Mid Cap Growth R6 | OTCKX | 5.05% |
| MFS Mid Cap Value R6 | MVCKX | 5.02% |
| MFS Commodity Strategy Fund | MCSRX | 4.92% |
| MFS Global Real Estate R6 | MGLRX | 4.91% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $0.85737 | Dec 27, 2024 |
| Dec 27, 2023 | $0.61004 | Dec 28, 2023 |
| Dec 28, 2022 | $0.99178 | Dec 29, 2022 |
| Dec 28, 2021 | $1.61007 | Dec 29, 2021 |
| Dec 29, 2020 | $0.3883 | Dec 30, 2020 |
| Dec 26, 2019 | $0.60444 | Dec 26, 2019 |