MFS Lifetime 2065 C (LFTGX)

Fund Assets	41.74M
Expense Ratio	1.54%
Min. Investment	$1,000
Turnover	22.00%
Dividend (ttm)	0.17
Dividend Yield	1.40%
Dividend Growth	5.90%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	12.03
YTD Return	10.57%
1-Year Return	12.96%
5-Year Return	41.75%
52-Week Low	10.57
52-Week High	12.49
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.

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

Performance

LFTGX had a total return of 12.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.74%.

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	$0.46346	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

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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