LFTMX Mutual Fund
LFTMX Mutual Fund
MFS Lifetime 2065 Fund Class R4
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.