LFITX Mutual Fund
NAV$24.26
AUM$116M
TER0.82%
Holdings24
LFITX Mutual Fund
NAV$24.26
MFS Lifetime 2055 Fund Class R3
AUM$116M
TER0.82%
Holdings24
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Showing 10 of 24 holdings(as of Jan 31, 2026)Top 10 Weight: 62.42%
LFITX Mutual Fund Top Holdings
LFITX holdings top 10 positions. The top 10 holdings account for 62.4% of the fund, led by RFR USD SOFR/2.25000 06/17/22-5Y LCH at 11.4%, Mfs Blended Research Mid Cap Equity Fund at 9.9%, Autostrade Per Litalia Spa Regs 2% Jan 15, 2030 at 5.5%.
LFITX portfolio concentration is relatively high, with the top 10 representing 62.4% of total assets. The largest sector exposure is Other at 84.9%.
LFITX sector allocation provides a detailed breakdown. LFITX overlap tool shows how holdings compare to other funds in your portfolio.