LFEAX Mutual Fund

LFEAX Mutual Fund (MFS Lifetime 2035 Fund Class A) is managed by MFS Investment Management with $54.0M in net assets. LFEAX expense ratio is 0.77%, holding 29 positions across various sectors. Inception date: 2012-11-02.

LFEAX performance shows a YTD return of 6.46%. The 1-year return is 12.10% and the 5-year return is 6.05%. LFEAX dividend yield stands at 7.27%, paid annually.

LFEAX top holdings include Romanian Government International Bond 5.125% 2031-09-24 (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Bought CNY Sold USD 20260513 (6.8%), Israel Ministry Of Finance E% 2027-09-30 (6.2%). 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.