About LFTNX
MFS Lifetime 2065 Fund R6 is a target-date mutual fund designed to help investors accumulate wealth for retirement, with an asset allocation strategy tailored to those expecting to retire around the year 2065. The fund seeks a high level of total return by investing in a diversified mix of underlying MFS funds, spanning key asset classes such as equities, fixed income, and real estate. In its early years, the fund emphasizes growth-oriented assets, aiming to maximize capital appreciation, and gradually transitions to a more conservative mix as the target date approaches, focusing more on income and capital preservation. The portfolio is actively managed with disciplined risk controls and regular rebalancing, providing convenient, professional oversight in a single investment. Its sector allocations include notable weights in financials, information technology, and industrials, with broad exposure to U.S. and global markets. The fund is benchmarked against the S&P 500 Index and is structured to adjust its risk profile over time, supporting long-term retirement planning goals for individuals and institutions alike.
Fund Family MFS
Category Target-Date 2065+
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol LFTNX
Share Class R6
LFTNX had a total return of 19.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.76%.
