MFS Lifetime 2065 R1 (LFTJX)
| Fund Assets | 41.74M |
| Expense Ratio | 1.57% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.45 |
| Dividend Yield | 3.69% |
| Dividend Growth | 71.65% |
| Payout Frequency | Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 12.05 |
| YTD Return | 9.95% |
| 1-Year Return | 16.53% |
| 5-Year Return | n/a |
| 52-Week Low | 10.64 |
| 52-Week High | 12.19 |
| 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.
Performance
LFTJX had a total return of 16.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.01%.
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 | $0.44701 | 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 |