LFTLX Mutual Fund
LFTLX Mutual Fund
MFS Lifetime 2065 Fund Class R3
LFTLX Mutual Fund Overview
LFTLX Mutual Fund (MFS Lifetime 2065 Fund Class R3) is managed by MFS Investment Management with $12.0M in net assets. LFTLX expense ratio is 0.82%, holding 24 positions across sectors including Other, Unknown. Inception date: 2021-09-01.
LFTLX performance shows a YTD return of 10.81%. The 1-year return is 18.44%. LFTLX dividend yield stands at 4.35%, paid annually.
LFTLX top holdings include Mfs Blended Research International Equity Fund (11.3%), Sold TWD Bought USD 20260407 (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). View all LFTLX holdings, sector breakdown, or dividend history.
LFTLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFTLX alternatives are available via the screener, along with tax-loss harvesting opportunities.