LFEBX Mutual Fund
LFEBX Mutual Fund
MFS Lifetime 2035 Fund Class B
LFEBX Mutual Fund Overview
LFEBX Mutual Fund (MFS Lifetime 2035 Fund Class B) is managed by MFS Investment Management with $103,115.02 in net assets. LFEBX expense ratio is 1.52%, holding 29 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LFEBX performance shows a YTD return of 6.04%. The 1-year return is 11.82% and the 5-year return is 5.62%. LFEBX dividend yield stands at 5.46%, paid annually.
LFEBX top holdings include Mfs Government Securities Fund (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Healogics Inc Eqty009S3 (6.8%), USD/GBP Fwd 20260220 Bnpafrpp (6.2%). View all LFEBX holdings, sector breakdown, or dividend history.
LFEBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFEBX alternatives are available via the screener, along with tax-loss harvesting opportunities.