LFIRX Mutual Fund
LFIRX Mutual Fund
MFS Lifetime 2055 Fund Class R1
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.