MFS Lifetime 2065 R3 (LFTLX)
| Fund Assets | 41.74M |
| Expense Ratio | 0.84% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.53 |
| Dividend Yield | 4.62% |
| Dividend Growth | 54.74% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 11.38 |
| YTD Return | 4.48% |
| 1-Year Return | 16.87% |
| 5-Year Return | n/a |
| 52-Week Low | 8.47 |
| 52-Week High | 11.53 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Sep 1, 2021 |
About LFTLX
MFS Lifetime 2065 Fund – Class R3 is a target-date mutual fund designed for investors planning to retire around 2065. It aims for a high level of total return aligned with a long-dated glide path, emphasizing capital growth in the early decades and gradually shifting toward risk mitigation as the target date approaches. The fund invests primarily in a diversified mix of underlying MFS funds across global equities, fixed income, real assets, and commodities, providing broad exposure and systematic rebalancing within a single allocation vehicle. Its sector exposure within equities spans information technology, financials, industrials, consumer sectors, and others, reflecting a globally diversified equity core complemented by bond and inflation-sensitive sleeves as the glide path progresses. The strategy is actively overseen by an experienced MFS quantitative team with multi-decade tenure, applying disciplined risk management at both the underlying-fund and asset-allocation levels. Positioned within the target-date category, MFS Lifetime 2065 Fund – Class R3 serves as a comprehensive, professionally managed solution for long-horizon retirement savers seeking an evolving allocation that becomes more conservative over time.
Performance
LFTLX had a total return of 16.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.49%.
Top 10 Holdings
62.42% of assets| Name | Symbol | Weight |
|---|---|---|
| MFS Blended Research International Equity Fund | n/a | 11.25% |
| MFS Blended Research Mid Cap Equity Fund | n/a | 9.94% |
| MFS Blended Research Value Equity Fund | n/a | 5.49% |
| MFS Value Fund | n/a | 5.47% |
| MFS Blended Research Growth Equity Fund | n/a | 5.18% |
| MFS Growth Fund | n/a | 5.17% |
| MFS Commodity Strategy Fund | n/a | 5.03% |
| MFS Mid Cap Growth Fund | n/a | 4.97% |
| MFS Mid Cap Value Fund | n/a | 4.97% |
| MFS Global Real Estate Fund | n/a | 4.95% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 23, 2025 | $0.52826 | Dec 24, 2025 |
| Dec 26, 2024 | $0.34139 | Dec 27, 2024 |
| Dec 27, 2023 | $0.18517 | Dec 28, 2023 |
| Dec 28, 2022 | $0.3093 | Dec 29, 2022 |
| Dec 28, 2021 | $0.40657 | Dec 29, 2021 |