LFISX Mutual Fund (MFS Lifetime 2055 Fund Class R2) is managed by MFS Investment Management with $11.4M in net assets. LFISX expense ratio is 1.07%, holding 24 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LFISX performance shows a YTD return of 10.68%. The 1-year return is 18.16% and the 5-year return is 7.96%. LFISX dividend yield stands at 5.57%, paid annually.

LFISX top holdings include Sold MXN Bought USD 20260617 (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), India Government Bond Inr 7.61% 05-09-30 7.61 2030-05-09 (5.2%). View all LFISX holdings, sector breakdown, or dividend history.

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