LFEAX Mutual Fund
LFEAX Mutual Fund
LFEAX Mutual Fund
MFS Lifetime 2035 Fund Class A
LFEAX Mutual Fund Overview
LFEAX Mutual Fund (MFS Lifetime 2035 Fund Class A) is managed by MFS Investment Management with $52.2M in net assets. LFEAX expense ratio is 0.75%, holding 32 positions across various sectors. Inception date: 2012-11-02.
LFEAX performance shows a YTD return of 7.82%. The 1-year return is 11.11% and the 5-year return is 5.93%. LFEAX dividend yield stands at 7.17%, paid annually.
LFEAX top holdings include Mfs Government Securities Fund (9.9%), Mfs Research Bond Fund (9.9%), Mfs Inflation Adjusted Bond Fund (7.5%), Mfs Blended Research Mid Cap Equity Fund (6.5%), Mfs Blended Research International Equity Fund (6.0%). Go to all LFEAX holdings, LFEAX sectors, or LFEAX dividends.
LFEAX can be compared against other funds. Use LFEAX overlap to find shared positions, or LFEAX vs another fund for a side-by-side view. LFEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.