MFS Lifetime 2065 I (LFTHX)
| Fund Assets | 41.74M |
| Expense Ratio | 0.57% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.56 |
| Dividend Yield | 4.57% |
| Dividend Growth | 54.81% |
| Payout Frequency | Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 12.14 |
| YTD Return | 10.57% |
| 1-Year Return | 17.74% |
| 5-Year Return | n/a |
| 52-Week Low | 10.69 |
| 52-Week High | 12.28 |
| 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.
Performance
LFTHX had a total return of 17.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.09%.
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 | $0.55743 | 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 |