MFS Lifetime 2065 A (LFTFX)

Fund Assets	41.74M
Expense Ratio	0.785%
Min. Investment	$1,000
Turnover	22.00%
Dividend (ttm)	0.24
Dividend Yield	1.96%
Dividend Growth	10.09%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	12.16
YTD Return	11.25%
1-Year Return	14.03%
5-Year Return	49.00%
52-Week Low	10.64
52-Week High	12.60
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.

• Fund Family: MFS
• Category: Target-Date 2065+
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: LFTFX
• Share Class: A

Performance

LFTFX had a total return of 14.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.53%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LFTNX	R6	0.40%
LFTMX	R4	0.54%
LFTHX	I	0.54%
LFTLX	R3	0.79%

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 R6	BRUNX	5.53%
MFS Value R6	MEIKX	5.50%
MFS Growth R6	MFEKX	5.25%
MFS Blended Research Growth Eq R6	BRWVX	5.18%
MFS Commodity Strategy R6	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

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:

Oct 16, 2026

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