MFS Lifetime 2065 R1 (LFTJX)

Fund Assets	41.74M
Expense Ratio	1.54%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.15
Dividend Yield	1.22%
Dividend Growth	10.30%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	12.48
YTD Return	13.96%
1-Year Return	17.82%
5-Year Return	n/a
52-Week Low	10.64
52-Week High	12.57
Beta (5Y)	0.84
Holdings	24
Inception Date	Sep 1, 2021

About LFTJX

MFS Lifetime 2065 Fund Class R1 is a target-date mutual fund designed to provide investors with a diversified, professionally managed portfolio that aligns asset allocation with a projected retirement date around the year 2065. The fund's primary objective is to seek a high level of total return by managing its allocation across underlying MFS mutual funds, focusing on asset growth in the early years and adopting a more conservative stance as the retirement date approaches. Its investment strategy is implemented through disciplined, active risk management that regularly rebalances holdings to maintain risk and return parameters appropriate for its target date. The top holdings of the fund typically include large-cap technology names like Microsoft, NVIDIA, Amazon.com, Apple, Meta Platforms, as well as select commodity and global equity positions, reflecting broad diversification across sectors and asset classes. With net assets totaling around $35 million as of mid-2025, the fund serves individual investors and retirement plans seeking a set-it-and-forget-it investment solution tailored for long-term retirement goals, adjusting its risk exposure as the target date draws near.

• Fund Family: MFS
• Category: Target-Date 2065+
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LFTJX
• Share Class: R1

Performance

LFTJX had a total return of 17.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.59%.

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%
LFTHX	I	0.57%
LFTLX	R3	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	$0.44701	Dec 24, 2025
Dec 26, 2024	$0.26042	Dec 27, 2024
Dec 27, 2023	$0.11347	Dec 28, 2023
Dec 28, 2022	$0.24103	Dec 29, 2022
Dec 28, 2021	$0.38157	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 28, 2026

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