LFITX Mutual Fund (MFS Lifetime 2055 Fund Class R3) is managed by MFS Investment Management with $116.2M in net assets. LFITX expense ratio is 0.82%, holding 24 positions across sectors including Other, Unknown. Inception date: 2012-11-02.

LFITX performance shows a YTD return of 10.83%. The 1-year return is 18.46% and the 5-year return is 8.23%. LFITX dividend yield stands at 5.94%, paid annually.

LFITX top holdings include RFR USD SOFR/2.25000 06/17/22-5Y LCH (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Autostrade Per Litalia Spa Regs 2% Jan 15, 2030 (5.5%), Mfs Value Fund (5.5%), Mfs Commodity Strategy Fund (5.2%). View all LFITX holdings, sector breakdown, or dividend history.

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