LFEDX Mutual Fund
LFEDX Mutual Fund
MFS Lifetime 2035 Fund Class I
LFEDX Mutual Fund Overview
LFEDX Mutual Fund (MFS Lifetime 2035 Fund Class I) is managed by MFS Investment Management with $9.8M in net assets. LFEDX expense ratio is 0.52%, holding 29 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LFEDX performance shows a YTD return of 6.65%. The 1-year return is 12.90% and the 5-year return is 6.68%. LFEDX dividend yield stands at 7.45%, paid annually.
LFEDX top holdings include Mfs Government Securities Fund (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Mfs Blended Research Mid Cap Equity Fund (6.8%), Mfs Blended Research International Equity Fund (6.2%). View all LFEDX holdings, sector breakdown, or dividend history.
LFEDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFEDX alternatives are available via the screener, along with tax-loss harvesting opportunities.