LFETX Mutual Fund
LFETX Mutual Fund
MFS Lifetime 2035 Fund Class R3
LFETX Mutual Fund Overview
LFETX Mutual Fund (MFS Lifetime 2035 Fund Class R3) is managed by MFS Investment Management with $143.6M in net assets. LFETX expense ratio is 0.77%, holding 29 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LFETX performance shows a YTD return of 6.49%. The 1-year return is 12.64% and the 5-year return is 6.41%. LFETX dividend yield stands at 7.21%, paid annually.
LFETX top holdings include State Of Israel (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Currency Contract - USD (6.8%), Mfs Blended Research International Equity Fund (6.2%). View all LFETX holdings, sector breakdown, or dividend history.
LFETX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFETX alternatives are available via the screener, along with tax-loss harvesting opportunities.