MFS Lifetime 2055 R4 (LFIUX)

Fund Assets	437.02M
Expense Ratio	0.57%
Min. Investment	$1,000
Turnover	15.00%
Dividend (ttm)	0.53
Dividend Yield	2.12%
Dividend Growth	5.20%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	25.24
YTD Return	14.62%
1-Year Return	18.28%
5-Year Return	53.55%
52-Week Low	21.43
52-Week High	25.42
Beta (5Y)	0.85
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.

• Fund Family: MFS
• Category: Target-Date 2055
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFIUX
• Share Class: R4
• Index: S&P 500 TR

Performance

LFIUX had a total return of 18.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.56%.

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%
LFIIX	I	0.57%
LFIAX	A	0.82%
LFITX	R3	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	$1.47615	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

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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