LFEKX Mutual Fund
LFEKX Mutual Fund
MFS Lifetime 2035 Fund Class R6
LFEKX Mutual Fund Overview
LFEKX Mutual Fund (MFS Lifetime 2035 Fund Class R6) is managed by MFS Investment Management with $371.9M in net assets. LFEKX expense ratio is 0.38%, holding 29 positions across sectors including Other, Unknown. Inception date: 2016-08-29.
LFEKX performance shows a YTD return of 6.71%. The 1-year return is 13.09% and the 5-year return is 6.84%. LFEKX dividend yield stands at 7.53%, paid annually.
LFEKX top holdings include National Health Investors Inc 3%02/01/2031 (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Sold CHF Bought USD 20251002 (6.8%), Mfs Blended Research International Equity Fund (6.2%). View all LFEKX holdings, sector breakdown, or dividend history.
LFEKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFEKX alternatives are available via the screener, along with tax-loss harvesting opportunities.