LFEAX Mutual Fund
LFEAX Mutual Fund
MFS Lifetime 2035 Fund Class A
LFEAX Mutual Fund Overview
LFEAX Mutual Fund (MFS Lifetime 2035 Fund Class A) is managed by MFS Investment Management with $52.9M in net assets. LFEAX expense ratio is 0.77%, holding 29 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LFEAX performance shows a YTD return of 6.51%. The 1-year return is 12.58% and the 5-year return is 6.41%. LFEAX dividend yield stands at 7.25%, paid annually.
LFEAX top holdings include Romanian Government International Bond 5.125% 2031-09-24 (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Bought CNY Sold USD 20260513 (6.8%), Israel Ministry Of Finance E% 2027-09-30 (6.2%). View all LFEAX holdings, sector breakdown, or dividend history.
LFEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.