LFIIX Mutual Fund (MFS Lifetime 2055 Fund Class I) is managed by MFS Investment Management with $4.8M in net assets. LFIIX expense ratio is 0.57%, holding 24 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LFIIX performance shows a YTD return of 11.00%. The 1-year return is 18.70% and the 5-year return is 8.49%. LFIIX dividend yield stands at 6.15%, paid annually.

LFIIX top holdings include Petroleos Mexicanos 6.95% 1/28/2060 (11.4%), Cds Cdx.Em.36.V1 (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Credit Agricole Assurances Sa 5.875 2033-10-25 (5.2%). View all LFIIX holdings, sector breakdown, or dividend history.

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