MFS Lifetime 2065 R3 (LFTLX)

Fund Assets	41.74M
Expense Ratio	0.785%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.23
Dividend Yield	1.91%
Dividend Growth	6.63%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	12.16
YTD Return	11.88%
1-Year Return	14.52%
5-Year Return	48.01%
52-Week Low	10.64
52-Week High	12.61
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.

• Fund Family: MFS
• Category: Target-Date 2065+
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: LFTLX
• Share Class: R3

Performance

LFTLX had a total return of 14.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.66%.

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%
LFTFX	A	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	$0.52826	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

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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