MFS Lifetime 2055 Fund Class R4 (LFIUX)
| Fund Assets | 437.02M |
| Expense Ratio | 0.58% |
| Min. Investment | $1,000 |
| Turnover | 15.00% |
| Dividend (ttm) | 1.48 |
| Dividend Yield | 6.48% |
| Dividend Growth | 62.75% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 22.79 |
| YTD Return | 2.59% |
| 1-Year Return | 15.25% |
| 5-Year Return | 55.49% |
| 52-Week Low | 17.01 |
| 52-Week High | 23.05 |
| Beta (5Y) | 0.87 |
| Holdings | 24 |
| Inception Date | Nov 2, 2012 |
About LFIUX
MFS Lifetime 2055 Fund Class R4 is a target‑date mutual fund designed for investors planning to retire around 2055. It seeks a high level of total return through a diversified mix of underlying MFS funds, emphasizing growth assets in the early years and gradually shifting toward income and capital preservation as the target date approaches via a progressive glide path. The portfolio employs disciplined, active risk management across both the underlying holdings and the overall allocation, offering automatic rebalancing and broad exposure to global equities and fixed income. The fund’s strategy aims to provide a single, professionally allocated solution that becomes more conservative over time, aligning risk with an investor’s evolving time horizon. Launched in 2012, it sits within the target‑date 2055 category, where allocations are adjusted toward more conservative mixes as retirement nears, following a preset glide path typical of such series. Its benchmark reference is the Standard & Poor’s 500 Stock Index for broad U.S. equity market context.
Performance
LFIUX had a total return of 15.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.70%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FQLSX | Fidelity | Fidelity Flex Freedom Blend 2055 Fund | 0.01% |
| FCTKX | Fidelity | Fidelity Freedom 2055 Fund Class K6 | 0.46% |
| FIJSX | Fidelity | Fidelity Advisor Freedom 2055 Fund - Class Z | 0.65% |
| FBGLX | Fidelity | Fidelity Advisor Freedom 2055 Fund - Class K6 | 0.46% |
| FHFAX | Fidelity | Fidelity Advisor Freedom 2055 A | 1.00% |
Top 10 Holdings
62.49% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund Class R6 | BRXVX | 11.24% |
| MFS Blended Research Mid Cap Equity Fund R6 | BMSYX | 10.03% |
| MFS Blended Research Value Equity Fund Class R6 | BRUNX | 5.51% |
| MFS Value Fund Class R6 | MEIKX | 5.50% |
| MFS Blended Research Growth Equity Fund Class R6 | BRWVX | 5.12% |
| MFS Growth Fund Class R6 | MFEKX | 5.12% |
| MFS Mid Cap Value Fund Class R6 | MVCKX | 5.01% |
| MFS Commodity Strategy Fund Class R6 | MCSRX | 5.00% |
| MFS Global Real Estate Fund Class R6 | MGLRX | 4.98% |
| MFS Mid Cap Growth Fund Class R6 | OTCKX | 4.98% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $1.47615 | Dec 24, 2025 |
| Dec 26, 2024 | $0.90703 | Dec 27, 2024 |
| Dec 27, 2023 | $0.63581 | Dec 28, 2023 |
| Dec 28, 2022 | $1.03438 | Dec 29, 2022 |
| Dec 28, 2021 | $1.63647 | Dec 29, 2021 |
| Dec 29, 2020 | $0.41693 | Dec 30, 2020 |