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.
Fund Family MFS
Category Target-Date 2055
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol LFITX
Share Class R3
Index S&P 500 TR
LFITX had a total return of 13.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.96%.
