LFTMX Mutual Fund

NAV$12.08

Fund Essentials - as of Jan 31, 2026

Net Assets
$1M
Expense Ratio
0.57%
Dividend Yield (Current)
4.54%
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+9.42%
1 Year+18.73%
3 Year+15.74%

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%
-Sold BRL Bought USD 202510029.89%
-Mfs Blended Research Value Equity Fund5.52%
-Mfs Value Fund5.52%
-Molson Coors Brewing Co 5% 5/1/20425.12%
Top 10 Concentration: 62.40%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.54%
Frequency
Annually

Peer Comparison

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

LFTMX Mutual Fund (MFS Lifetime 2065 Fund Class R4) is managed by MFS Investment Management with $1.3M in net assets. LFTMX expense ratio is 0.57%, holding 24 positions across sectors including Other, Unknown. Inception date: 2021-09-01.

LFTMX performance shows a YTD return of 9.42%. The 1-year return is 18.73%. LFTMX dividend yield stands at 4.54%, paid annually.

LFTMX top holdings include Mfs Blended Research International Equity Fund (11.3%), Sold BRL Bought USD 20251002 (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Molson Coors Brewing Co 5% 5/1/2042 (5.1%). View all LFTMX holdings, sector breakdown, or dividend history.

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