LFTJX Mutual Fund

NAV$12.17

Fund Essentials - as of Jan 31, 2026

Net Assets
$82,626.64
Expense Ratio
1.57%
Dividend Yield (Current)
3.69%
Holdings
24
Inception Date
Sep 1, 2021
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.44%
1 Year+17.53%
3 Year+14.59%

Asset Allocation

Cash: 1.51%
Other: 98.49%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
-Mfs Blended Research International Equity Fund11.32%
-Fannie Mae Pool 6%09/01/20549.89%
-Silver Option Mar26C 1005.52%
-Danish Krone5.52%
-Mfs Blended Research Growth Equity Fund5.12%
Top 10 Concentration: 62.40%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.69%
Frequency
Annually

Peer Comparison

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

LFTJX Mutual Fund (MFS Lifetime 2065 Fund Class R1) is managed by MFS Investment Management with $82,626.64 in net assets. LFTJX expense ratio is 1.57%, holding 24 positions across sectors including Other, Unknown. Inception date: 2021-09-01.

LFTJX performance shows a YTD return of 10.44%. The 1-year return is 17.53%. LFTJX dividend yield stands at 3.69%, paid annually.

LFTJX top holdings include Mfs Blended Research International Equity Fund (11.3%), Fannie Mae Pool 6%09/01/2054 (9.9%), Silver Option Mar26C 100 (5.5%), Danish Krone (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). View all LFTJX holdings, sector breakdown, or dividend history.

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