LFEBX Mutual Fund

LFEBX Mutual Fund (MFS Lifetime 2035 Fund Class B) is managed by MFS Investment Management with $96,820.47 in net assets. LFEBX expense ratio is 1.52%, holding 29 positions across various sectors. Inception date: 2012-11-02.

LFEBX performance shows a YTD return of 5.99%. The 1-year return is 11.29% and the 5-year return is 5.27%. 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.