LFIKX Mutual Fund
LFIKX Mutual Fund
MFS Lifetime 2055 Fund Class R6
LFIKX Mutual Fund Overview
LFIKX Mutual Fund (MFS Lifetime 2055 Fund Class R6) is managed by MFS Investment Management with $254.6M in net assets. LFIKX expense ratio is 0.43%, holding 24 positions across sectors including Other, Unknown. Inception date: 2016-08-29.
LFIKX performance shows a YTD return of 11.08%. The 1-year return is 18.92% and the 5-year return is 8.67%. LFIKX dividend yield stands at 6.21%, paid annually.
LFIKX top holdings include Mfs Blended Research International Equity Fund (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Santander Uk Group Holdings Plc 4.86 09/11/2030 (5.5%), Mfs Value Fund (5.5%), Forward Foreign Currency Contract (5.2%). View all LFIKX holdings, sector breakdown, or dividend history.
LFIKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFIKX alternatives are available via the screener, along with tax-loss harvesting opportunities.