LFECX Mutual Fund

LFECX Mutual Fund (MFS Lifetime 2035 Fund Class C) is managed by MFS Investment Management with $5.3M in net assets. LFECX expense ratio is 1.50%, holding 32 positions across various sectors. Inception date: 2012-11-02.

LFECX performance shows a YTD return of 7.23%. The 1-year return is 10.29% and the 5-year return is 5.13%. LFECX dividend yield stands at 6.56%, paid annually.

LFECX 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 LFECX holdings, LFECX sectors, or LFECX dividends.

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