LFIRX Mutual Fund

NAV$23.84

Fund Essentials - as of Jan 31, 2026

Net Assets
$187,206.45
Expense Ratio
1.57%
Dividend Yield (Current)
5.44%
Holdings
24
Inception Date
Nov 2, 2012
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.47%
1 Year+17.72%
3 Year+14.15%
5 Year+7.45%
10 Year+10.09%

Asset Allocation

Cash: 1.47%
Other: 98.52%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
-Mfs Blended Research International Equity Fund11.45%
-Mfs Blended Research Mid Cap Equity Fund9.88%
-Forward Foreign Currency Contract5.55%
-Rfr USD Sofr/3.75000 12/18/24-9Y Lch5.49%
-Bought CNY Sold USD 202606175.22%
Top 10 Concentration: 62.42%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.44%
Frequency
Annually
Latest Distribution
$1.46
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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LFIRX Mutual Fund Overview

LFIRX Mutual Fund (MFS Lifetime 2055 Fund Class R1) is managed by MFS Investment Management with $187,206.45 in net assets. LFIRX expense ratio is 1.57%, holding 24 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LFIRX performance shows a YTD return of 10.47%. The 1-year return is 17.72% and the 5-year return is 7.45%. LFIRX dividend yield stands at 5.44%, paid annually.

LFIRX top holdings include Mfs Blended Research International Equity Fund (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Forward Foreign Currency Contract (5.5%), Rfr USD Sofr/3.75000 12/18/24-9Y Lch (5.5%), Bought CNY Sold USD 20260617 (5.2%). View all LFIRX holdings, sector breakdown, or dividend history.

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