LFESX Mutual Fund (MFS Lifetime 2035 Fund Class R2) is managed by MFS Investment Management with $9.9M in net assets. LFESX expense ratio is 1.02%, holding 29 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LFESX performance shows a YTD return of 6.37%. The 1-year return is 12.36% and the 5-year return is 6.15%. LFESX dividend yield stands at 6.81%, paid annually.

LFESX top holdings include State Of California, Golden State Tobacco Securitization Corp., Enhanced Tobacco Settlement Asset-Backed Bonds, Series 2021-A-1, 2.158% 6/1/2026 (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Korea Housing Finance Corp. 4.475 2026-04-06 (6.8%), 2026-03-27 Us Long Bond(Cbt) Jun26 P 112 (6.2%). View all LFESX holdings, sector breakdown, or dividend history.

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