LFEBX Mutual Fund

LFEBX Mutual Fund

NAV$19.97
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Fund Essentials - as of Jan 31, 2026

Net Assets
$105,719.97
Expense Ratio
1.52%
Dividend Yield (Current)
5.48%
Holdings
29
Inception Date
Nov 2, 2012
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.99%
1 Year+11.29%
3 Year+10.41%
5 Year+5.27%
10 Year+8.03%

Asset Allocation

Cash: 1.50%
Other: 98.50%
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Top Holdings

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TickerNameWeight
-Northern States Pwr Minn 1St Mortgage 05/36 4.859.96%
MRBKXMfs Research Bond Fund8.81%
MIAKXMfs Inflation Adjusted Bond Fund7.17%
-Healogics Inc Eqty009S36.75%
-USD/GBP Fwd 20260220 Bnpafrpp6.22%
Top 10 Concentration: 59.54%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.48%
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 $105,719.97 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 5.48%, paid annually.

LFEBX top holdings include Northern States Pwr Minn 1St Mortgage 05/36 4.85 (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Healogics Inc Eqty009S3 (6.8%), USD/GBP Fwd 20260220 Bnpafrpp (6.2%). 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.