LFECX Mutual Fund

LFECX Mutual Fund

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

Net Assets
$6M
Expense Ratio
1.52%
Dividend Yield (Current)
6.64%
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+6.00%
1 Year+11.29%
3 Year+10.43%
5 Year+5.27%
10 Year+8.21%

Asset Allocation

Cash: 1.50%
Other: 98.50%
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Top Holdings

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TickerNameWeight
-Mfs Government Securities Fund9.96%
MRBKXMfs Research Bond Fund8.81%
MIAKXMfs Inflation Adjusted Bond Fund7.17%
-Fannie Mae Pool #Cb8755 6.00% 6/1/20546.75%
-Bought USD / Sold CLP6.22%
Top 10 Concentration: 59.54%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
6.64%
Frequency
Annually
Latest Distribution
$1.29
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Peer Comparison

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

LFECX Mutual Fund Overview

LFECX Mutual Fund (MFS Lifetime 2035 Fund Class C) is managed by MFS Investment Management with $5.6M in net assets. LFECX expense ratio is 1.52%, holding 29 positions across various sectors. Inception date: 2012-11-02.

LFECX performance shows a YTD return of 6.00%. The 1-year return is 11.29% and the 5-year return is 5.27%. LFECX dividend yield stands at 6.64%, paid annually.

LFECX top holdings include Mfs Government Securities Fund (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Fannie Mae Pool #Cb8755 6.00% 6/1/2054 (6.8%), Bought USD / Sold CLP (6.2%). 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.