LFTKX Mutual Fund
LFTKX Mutual Fund
MFS Lifetime 2065 Fund Class R2
LFTKX Mutual Fund Overview
LFTKX Mutual Fund (MFS Lifetime 2065 Fund Class R2) is managed by MFS Investment Management with $2.0M in net assets. LFTKX expense ratio is 1.07%, holding 24 positions across sectors including Other, Unknown. Inception date: 2021-09-01.
LFTKX performance shows a YTD return of 9.02%. The 1-year return is 18.19%. LFTKX dividend yield stands at 4.28%, paid annually.
LFTKX top holdings include Fannie Mae Pool #Cb8977 5.00% 8/1/2054 (11.3%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Ovh Groupe Sas 4.750 02/05/2031 4.75 2031-02-05 (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). View all LFTKX holdings, sector breakdown, or dividend history.
LFTKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFTKX alternatives are available via the screener, along with tax-loss harvesting opportunities.