MFS Lifetime 2065 R4 (LFTMX)

Fund Assets	41.74M
Expense Ratio	0.526%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	0.26
Dividend Yield	2.11%
Dividend Growth	10.02%
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	12.22
YTD Return	12.12%
1-Year Return	14.81%
5-Year Return	49.76%
52-Week Low	10.68
52-Week High	12.67
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.

• Fund Family: MFS
• Category: Target-Date 2065+
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: LFTMX
• Share Class: R4

Performance

LFTMX had a total return of 14.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.91%.

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%
LFTHX	I	0.54%
LFTLX	R3	0.79%
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	$0.55407	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

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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