MFS Lifetime 2065 I (LFTHX)

Fund Assets	41.74M
Expense Ratio	0.54%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.26
Dividend Yield	2.09%
Dividend Growth	10.51%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	12.59
YTD Return	14.75%
1-Year Return	19.01%
5-Year Return	n/a
52-Week Low	10.69
52-Week High	12.68
Beta (5Y)	n/a
Holdings	24
Inception Date	Sep 1, 2021

About LFTHX

MFS Lifetime 2065 Fund I is a target-date mutual fund designed to deliver a high level of total return aligned with an investor retiring around 2065, gradually shifting its mix to seek income and capital preservation as that date approaches. The fund invests primarily in a diversified suite of MFS underlying funds, providing broad exposure across U.S. and international equities, fixed income, real assets, and nontraditional strategies within a single, professionally managed portfolio. Its glide path emphasizes growth in earlier years and systematically reduces equity risk over time, employing active risk management and regular rebalancing to maintain intended allocations. The strategy is overseen by MFS’s quantitative and asset-allocation teams, with succession planning in place following long-tenured leadership. Benchmarking against the Standard & Poor’s 500 Stock Index provides a reference for its equity-oriented early stage, while portfolio characteristics evolve toward bond-heavy allocations nearer retirement. This structure positions the fund as a comprehensive lifecycle solution for retirement-focused investors seeking convenience, diversification, and a disciplined allocation framework throughout the accumulation and decumulation phases.

• Fund Family: MFS
• Category: Target-Date 2065+
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFTHX
• Share Class: I

Performance

LFTHX had a total return of 19.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.67%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
LFTNX	R6	0.43%
LFTMX	R4	0.57%
LFTLX	R3	0.82%
LFTFX	A	0.82%

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 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	$0.55743	Dec 24, 2025
Dec 26, 2024	$0.36007	Dec 27, 2024
Dec 27, 2023	$0.19867	Dec 28, 2023
Dec 28, 2022	$0.31859	Dec 29, 2022
Dec 28, 2021	$0.41491	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:

Aug 27, 2026

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