LFERX Mutual Fund (MFS Lifetime 2035 Fund Class R1) is managed by MFS Investment Management with $45,122.4 in net assets. LFERX expense ratio is 1.52%, holding 29 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LFERX performance shows a YTD return of 5.92%. The 1-year return is 11.68% and the 5-year return is 5.59%. LFERX dividend yield stands at 6.55%, paid annually.

LFERX top holdings include Mfs Government Securities Fund (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), 205799728.Srdlc (6.8%), Fannie Mae Pool Fs5083 3.00% 3/1/2052 (6.2%). View all LFERX holdings, sector breakdown, or dividend history.

LFERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFERX alternatives are available via the screener, along with tax-loss harvesting opportunities.