LFERX Mutual Fund

LFERX Mutual Fund (MFS Lifetime 2035 Fund Class R1) is managed by MFS Investment Management with $44,238.38 in net assets. LFERX expense ratio is 1.50%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LFERX performance shows a YTD return of 5.37%. The 1-year return is 6.72% and the 5-year return is 4.70%. LFERX dividend yield stands at 6.60%, paid annually.

LFERX 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 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.