MFS Lifetime 2065 A (LFTFX)
| Fund Assets | 41.74M |
| Expense Ratio | 0.82% |
| Min. Investment | $1,000 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.53 |
| Dividend Yield | 4.40% |
| Dividend Growth | 57.23% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 12.07 |
| YTD Return | 11.16% |
| 1-Year Return | 18.05% |
| 5-Year Return | n/a |
| 52-Week Low | 10.64 |
| 52-Week High | 12.22 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Sep 1, 2021 |
About LFTFX
MFS Lifetime 2065 Fund Class A is a target-date mutual fund designed to deliver a high level of total return aligned with a glide path that gradually shifts from growth to risk mitigation as the year 2065 approaches. The fund primarily invests in a diversified lineup of underlying MFS funds, providing multi-asset exposure across equities, fixed income, and complementary strategies, with disciplined active risk management and regular rebalancing. Its early-stage allocation emphasizes capital appreciation, then becomes more conservative to support income and capital preservation nearer retirement. Notable portfolio characteristics include broad global equity exposure—featuring large-cap technology and communication services leaders—and dedicated fixed income sleeves to temper volatility. The strategy is overseen by MFS’s quantitative team, with documented succession planning as senior managers retire. The fund benchmarks the Standard & Poor’s 500 Stock Index for context and reports sector exposures that reflect a tilt toward information technology, financials, and industrials among equity holdings. Launched in 2021, the fund’s structure aims to offer a convenient, single-fund solution for long-dated retirement horizons through professional asset allocation and ongoing oversight.
Performance
LFTFX had a total return of 18.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.94%.
Top 10 Holdings
62.71% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research Intl Eq R6 | BRXVX | 11.15% |
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 10.02% |
| MFS Blended Research Value Equity Fund | n/a | 5.53% |
| MFS Value R6 | MEIKX | 5.50% |
| MFS Growth Fund | n/a | 5.25% |
| MFS Blended Research Growth Eq R6 | BRWVX | 5.18% |
| MFS Commodity Strategy Fund | MCSRX | 5.10% |
| MFS Mid Cap Growth R6 | OTCKX | 5.03% |
| MFS Global Real Estate R6 | MGLRX | 4.99% |
| MFS Mid Cap Value R6 | MVCKX | 4.97% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $0.53375 | Dec 24, 2025 |
| Dec 26, 2024 | $0.33948 | Dec 27, 2024 |
| Dec 27, 2023 | $0.18413 | Dec 28, 2023 |
| Dec 28, 2022 | $0.30428 | Dec 29, 2022 |
| Dec 28, 2021 | $0.41148 | Dec 29, 2021 |