LFIAX Mutual Fund (MFS Lifetime 2055 Fund Class A) is managed by MFS Investment Management with $29.5M in net assets. LFIAX expense ratio is 0.82%, holding 24 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LFIAX performance shows a YTD return of 10.78%. The 1-year return is 18.47% and the 5-year return is 8.23%. LFIAX dividend yield stands at 5.94%, paid annually.

LFIAX top holdings include King County Sewer Revenue Bonds 0.875 01/01/2042 (11.4%), Sold BRL Bought USD 20260702 (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Kinder Morgan Energy Partners Lp 5.8%03/15/2035 (5.5%), Mfs Commodity Strategy Fund (5.2%). View all LFIAX holdings, sector breakdown, or dividend history.

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