MFS Lifetime 2065 R2 (LFTKX)
| Fund Assets | 41.74M |
| Expense Ratio | 1.07% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.52 |
| Dividend Yield | 4.28% |
| Dividend Growth | 59.34% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 12.03 |
| YTD Return | 10.27% |
| 1-Year Return | 17.17% |
| 5-Year Return | n/a |
| 52-Week Low | 10.61 |
| 52-Week High | 12.17 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Sep 1, 2021 |
About LFTKX
MFS Lifetime 2065 Fund – Class R2 is a target-date mutual fund designed to help investors prepare for retirement around the year 2065. The fund’s primary objective is to achieve a high level of total return through a diversified and professionally managed portfolio. Early in its lifecycle, the fund emphasizes asset growth by allocating predominantly to equities across various sectors such as information technology, financials, industrials, health care, and consumer discretionary. As the target retirement date approaches, its asset allocation gradually becomes more conservative, shifting towards increased fixed income and capital preservation to mitigate risk. The fund is structured as a fund-of-funds, investing primarily in other MFS mutual funds to achieve broad diversification across asset classes, regions, and sectors. Managed by a team of experienced quantitative professionals, it offers automatic rebalancing and progressive risk management aligned with the investor’s retirement timeline. The benchmark for the fund is the S&P 500 Index, reflecting its commitment to tracking broad U.S. equity market performance in the early years, with adjustments over time to prioritize income and stability closer to retirement.
Performance
LFTKX had a total return of 17.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.54%.
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 | $0.51778 | Dec 24, 2025 |
| Dec 26, 2024 | $0.32496 | Dec 27, 2024 |
| Dec 27, 2023 | $0.16818 | Dec 28, 2023 |
| Dec 28, 2022 | $0.28525 | Dec 29, 2022 |
| Dec 28, 2021 | $0.39883 | Dec 29, 2021 |