LFIBX Mutual Fund
LFIBX Mutual Fund
MFS Lifetime 2055 Fund Class B
LFIBX Mutual Fund Overview
LFIBX Mutual Fund (MFS Lifetime 2055 Fund Class B) is managed by MFS Investment Management with $224,223.88 in net assets. LFIBX expense ratio is 1.57%, holding 24 positions across sectors including Other, Unknown. Inception date: 2012-11-02.
LFIBX performance shows a YTD return of 10.63%. The 1-year return is 17.79% and the 5-year return is 7.46%. LFIBX dividend yield stands at 4.87%, paid annually.
LFIBX top holdings include Cds Republic Of Turkiye (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Bp Currency Fut Jun26 (5.5%), Newell Brands, Inc. 6.375% 5/15/2030 (5.5%), Japan Government Twenty Year Bond 2 2044-12-20 (5.2%). View all LFIBX holdings, sector breakdown, or dividend history.
LFIBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.