LFEKX Mutual Fund

LFEKX Mutual Fund (MFS Lifetime 2035 Fund Class R6) is managed by MFS Investment Management with $378.8M 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 6.48%. LFEKX dividend yield stands at 7.55%, paid annually.

LFEKX top holdings include Mfs Government Securities Fund (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Sold CHF Bought USD 20251002 (6.8%), Mfs Blended Research International Equity Fund (6.2%). 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.