LFEKX Mutual Fund

LFEKX Mutual Fund (MFS Lifetime 2035 Fund Class R6) is managed by MFS Investment Management with $314.4M in net assets. LFEKX expense ratio is 0.36%, holding 28 positions across various sectors. Inception date: 2016-08-29.

LFEKX performance shows a YTD return of 6.44%. The 1-year return is 8.04% and the 5-year return is 5.92%. LFEKX dividend yield stands at 3.17%, paid annually.

LFEKX top holdings include Mfs Research Bond Fund (9.9%), Mfs Government Securities Fund (9.9%), Mfs Inflation Adjusted Bond Fund (7.5%), Mfs Blended Research Mid Cap Equity Fund (6.4%), Mfs Blended Research International Equity Fund (6.0%). Go to all LFEKX holdings, LFEKX sectors, or LFEKX dividends.

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