MFS Lifetime 2065 R4 (LFTMX)
| Fund Assets | 41.74M |
| Expense Ratio | 0.57% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.55 |
| Dividend Yield | 4.55% |
| Dividend Growth | 54.74% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 23, 2025 |
| Previous Close | 12.13 |
| YTD Return | 10.57% |
| 1-Year Return | 17.72% |
| 5-Year Return | n/a |
| 52-Week Low | 10.68 |
| 52-Week High | 12.27 |
| Beta (5Y) | n/a |
| Holdings | 24 |
| Inception Date | Sep 1, 2021 |
About LFTMX
MFS Lifetime 2065 Fund Class R4 is a target-date mutual fund designed for investors planning to retire around 2065. Its primary objective is to deliver a high level of total return aligned with a long-dated retirement horizon, shifting over time from growth-oriented allocations to a more income-focused, risk-mitigating mix as the target date approaches. The fund invests substantially in underlying MFS strategies across equities and fixed income, offering professionally managed, broadly diversified, and regularly rebalanced exposure in a single vehicle. In its early years, the portfolio emphasizes equity for capital appreciation, with sector exposures led by information technology, financials, and industrials, reflecting a growth tilt typical of long-dated vintages. The glide path progressively reduces stock exposure as retirement nears, seeking to moderate volatility and sequence-of-returns risk in later years. Overseen by an experienced quantitative-led team and benchmarked to the Standard & Poor’s 500 Stock Index for context, the fund aims to simplify long-term retirement investing through disciplined allocation and active risk management.
Performance
LFTMX had a total return of 17.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.06%.
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 | $0.55407 | Dec 24, 2025 |
| Dec 26, 2024 | $0.35807 | Dec 27, 2024 |
| Dec 27, 2023 | $0.20012 | Dec 28, 2023 |
| Dec 28, 2022 | $0.31852 | Dec 29, 2022 |
| Dec 28, 2021 | $0.41491 | Dec 29, 2021 |