LFEUX Mutual Fund
LFEUX Mutual Fund
MFS Lifetime 2035 Fund Class R4
LFEUX Mutual Fund Overview
LFEUX Mutual Fund (MFS Lifetime 2035 Fund Class R4) is managed by MFS Investment Management with $21.7M in net assets. LFEUX expense ratio is 0.52%, holding 29 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LFEUX performance shows a YTD return of 6.64%. The 1-year return is 12.89% and the 5-year return is 6.69%. LFEUX dividend yield stands at 7.33%, paid annually.
LFEUX top holdings include Mfs Government Securities Fund (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Fresnillo Plc 4.25% 10/2/2050 (6.8%), Fs Kkr Capital Corp Sr Unsecured 08/29 6.875 (6.2%). View all LFEUX holdings, sector breakdown, or dividend history.
LFEUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFEUX alternatives are available via the screener, along with tax-loss harvesting opportunities.