MFS Lifetime 2065 R2 (LFTKX)

Fund Assets	41.74M
Expense Ratio	1.067%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.22
Dividend Yield	1.84%
Dividend Growth	10.09%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	12.11
YTD Return	11.64%
1-Year Return	14.17%
5-Year Return	46.10%
52-Week Low	10.61
52-Week High	12.56
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.

• Fund Family: MFS
• Category: Target-Date 2065+
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: LFTKX
• Share Class: R2

Performance

LFTKX had a total return of 14.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.39%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
LFTNX	R6	0.40%
LFTMX	R4	0.54%
LFTHX	I	0.54%
LFTLX	R3	0.79%

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 R6	BRUNX	5.53%
MFS Value R6	MEIKX	5.50%
MFS Growth R6	MFEKX	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	$0.51778	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

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:

Oct 16, 2026

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