MFS Lifetime 2065 C (LFTGX)
| Fund Assets | 41.74M |
| Expense Ratio | 1.57% |
| Min. Investment | $1,000 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.46 |
| Dividend Yield | 3.85% |
| Dividend Growth | 64.52% |
| Payout Frequency | Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 11.97 |
| YTD Return | 10.66% |
| 1-Year Return | 17.17% |
| 5-Year Return | n/a |
| 52-Week Low | 10.57 |
| 52-Week High | 12.11 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Sep 1, 2021 |
About LFTGX
MFS Lifetime 2065 Fund C is a target-date mutual fund designed to help investors prepare for retirement around the year 2065. Its primary objective is to achieve a high level of total return consistent with its asset allocation until the target retirement year indicated in its name. After reaching this year, the fund shifts its focus to generating total return through a mix of current income and capital appreciation, adjusting its asset mix to become more conservative over time. The fund utilizes a progressive glide path, allocating a higher proportion of assets to equities like financials, information technology, and industrials in its early years to target growth, and gradually increasing its exposure to less volatile assets, such as bonds, as the target date approaches. Investments are diversified across various sectors and global markets through an actively managed portfolio composed of underlying MFS funds. This structure provides investors with a single, professionally managed solution that is regularly rebalanced to help maintain its intended risk profile. MFS Lifetime 2065 Fund C plays a significant role for individuals planning for long-term retirement goals, offering convenience and disciplined risk management throughout the investment lifecycle.
Performance
LFTGX had a total return of 17.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.14%.
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 | $0.46346 | Dec 24, 2025 |
| Dec 26, 2024 | $0.28171 | Dec 27, 2024 |
| Dec 27, 2023 | $0.1331 | Dec 28, 2023 |
| Dec 28, 2022 | $0.24705 | Dec 29, 2022 |
| Dec 28, 2021 | $0.38165 | Dec 29, 2021 |