LFERX Mutual Fund

LFERX Mutual Fund (MFS Lifetime 2035 Fund Class R1) is managed by MFS Investment Management with $46,265.63 in net assets. LFERX expense ratio is 1.52%, holding 29 positions across various sectors. Inception date: 2012-11-02.

LFERX performance shows a YTD return of 5.87%. The 1-year return is 11.15% and the 5-year return is 5.25%. LFERX dividend yield stands at 6.57%, paid annually.

LFERX top holdings include Mfs Government Securities Fund (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Ucf Convocation Corp 5 10/01/2030 (6.8%), Fannie Mae Pool Fs5083 3.00% 3/1/2052 (6.2%). Go to all LFERX holdings, LFERX sectors, or LFERX dividends.

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