LFEDX Mutual Fund

LFEDX Mutual Fund (MFS Lifetime 2035 Fund Class I) is managed by MFS Investment Management with $10.0M in net assets. LFEDX expense ratio is 0.52%, holding 29 positions across various sectors. Inception date: 2012-11-02.

LFEDX performance shows a YTD return of 6.59%. The 1-year return is 12.43% and the 5-year return is 6.32%. LFEDX dividend yield stands at 7.46%, paid annually.

LFEDX top holdings include Mfs Government Securities Fund (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Bath & Bo 6.75% 07/01/36 (6.8%), Mfs Blended Research International Equity Fund (6.2%). Go to all LFEDX holdings, LFEDX sectors, or LFEDX dividends.

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