LFEBX Mutual Fund

LFEBX Mutual Fund

NAV$19.39
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Fund Essentials - as of Jul 31, 2026

Net Assets
$85,859.9
Expense Ratio
1.50%
Dividend Yield (Current)
5.41%
Holdings
32
Inception Date
Nov 2, 2012
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.29%
1 Year+10.29%
3 Year+11.57%
5 Year+5.15%
10 Year+8.17%

Asset Allocation

Cash: 0.82%
Other: 99.18%
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Top Holdings

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TickerNameWeight
MFGKXMfs Government Securities Fund9.93%
MRBKXMfs Research Bond Fund9.92%
MIAKXMfs Inflation Adjusted Bond Fund7.46%
BMSYXMfs Blended Research Mid Cap Equity Fund6.54%
BRXVXMfs Blended Research International Equity Fund6.03%
Top 10 Concentration: 60.43%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.41%
Frequency
Annually
Latest Distribution
$1.28
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Peer Comparison

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

LFEBX Mutual Fund Overview

LFEBX Mutual Fund (MFS Lifetime 2035 Fund Class B) is managed by MFS Investment Management with $85,859.9 in net assets. LFEBX expense ratio is 1.50%, holding 32 positions across various sectors. Inception date: 2012-11-02.

LFEBX performance shows a YTD return of 7.29%. The 1-year return is 10.29% and the 5-year return is 5.15%. LFEBX dividend yield stands at 5.41%, paid annually.

LFEBX 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 LFEBX holdings, LFEBX sectors, or LFEBX dividends.

LFEBX can be compared against other funds. Use LFEBX overlap to find shared positions, or LFEBX vs another fund for a side-by-side view. LFEBX alternatives are available via the screener, along with tax-loss harvesting opportunities.