LFEKX Mutual Fund
LFEKX Mutual Fund
LFEKX Mutual Fund
MFS Lifetime 2035 Fund Class R6
LFEKX Mutual Fund Overview
LFEKX Mutual Fund (MFS Lifetime 2035 Fund Class R6) is managed by MFS Investment Management with $371.8M in net assets. LFEKX expense ratio is 0.38%, holding 29 positions across various sectors. Inception date: 2016-08-29.
LFEKX performance shows a YTD return of 6.66%. The 1-year return is 12.56% and the 5-year return is 6.49%. LFEKX dividend yield stands at 7.45%, paid annually.
LFEKX 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 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.