LFERX Mutual Fund

NAV$19.18

AUM$44,238.38

TER1.50%

Holdings28

See how much of LFERX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

LFERX Mutual Fund

NAV$19.18

MFS Lifetime 2035 Fund Class R1

AUM$44,238.38

TER1.50%

Holdings28

See how much of LFERX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 32 of 32 holdings · as of Aug 31, 2026

LFERX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value
1	Debt	Mfs Research Bond Fund	9.95%	9.9%	6,537,114	$61.45M
2	MFGKX	Mfs Government Securities Fund	9.93%	19.9%	7,275,031	$61.33M
3	Debt	Mfs Inflation Adjusted Bond Fund	7.46%	27.3%	5,181,599	$46.06M
4	BMSYX	Mfs Blended Research Mid Cap Equity Fund	6.44%	33.8%	2,251,401	$39.80M
5	BRXVX	Mfs Blended Research International Equity Fund	5.97%	39.8%	1,778,042	$36.89M
6	Debt	Mfs Global Opportunistic Bond Fund	5.30%	45.0%	4,094,770	$32.72M
7	MHIKX	Mfs High Income Fund	4.00%	49.0%	8,021,226	$24.71M
8	BRUNX	Mfs Blended Research Value Equity Fund	3.86%	52.9%	1,217,850	$23.86M
9	MEIKX	Mfs Value Fund	3.81%	56.7%	430,117	$23.54M
10	BRWVX	Mfs Blended Research Growth Equity Fund - Class R6	3.50%	60.2%	716,595	$21.59M
11	MUEVX	Mfs Blended Research Core Equity Fund - Class R6	3.49%	63.7%	476,603	$21.59M
12	MFEKX	Mfs Growth Fund Class R6	3.48%	67.2%	103,582	$21.50M
13	MFRKX	Mfs Research Fund	3.47%	70.7%	352,744	$21.46M
14	MVCKX	Mfs Mid Cap Value Fund	3.23%	73.9%	550,076	$19.95M
15	OTCKX	Mfs Mid Cap Growth Fund Class R6	3.22%	77.1%	675,739	$19.92M
16	MCSRX	Mfs Commodity Strategy Fund	3.12%	80.2%	4,219,952	$19.29M
17	MGLRX	Mfs Global Real Estate Fund Class R6	3.02%	83.3%	1,062,225	$18.66M
18	MRSKX	Mfs Research International Fund	2.97%	86.2%	622,194	$18.34M
19	MEDHX	Mfs Emerging Markets Debt Fund	2.82%	89.0%	1,381,821	$17.41M
20	EMLNX	Mfs Emerging Markets Debt Local Currency Fund	2.00%	91.0%	2,056,009	$12.36M
21	MQLKX	Mfs Limited Maturity Fund - Class R6	1.63%	92.7%	1,727,521	$10.05M
22	MINJX	Mfs International Value Fund	1.52%	94.2%	185,608	$9.37M
23	MGRDX	Mfs International Growth Fund	1.50%	95.7%	181,985	$9.27M
24	BRSYX	Mfs Blended Research Small Cap Equity Fund	1.42%	97.1%	502,288	$8.77M
25	MIDLX	Mfs International New Discovery Fund Class R6	0.87%	98.0%	143,127	$5.39M
26	MNDKX	Mfs New Discovery Fund	0.71%	98.7%	107,812	$4.40M
27	NDVVX	Mfs New Discovery Value Fund	0.70%	99.4%	232,074	$4.33M
28	—	Cash & Cash Equivalents	0.60%	100.0%	-	$3.71M
29	—	Mfs Institutional Money Market Portfolio	0.32%	100.3%	-	$1.96M
30	—	US Dollars	0.28%	100.6%	-	$1.74M
31	—	CapUSD	0.00%	100.6%	-	$3.4K
32	—	Other	0.00%	100.6%	-	-

Not reported for this fund: share changes, sector, industry.

LFERX Mutual Fund All Holdings

LFERX holdings total 28 positions. The top 10 holdings account for 60.2% of the fund, led by Mfs Research Bond Fund at 9.9%, Mfs Government Securities Fund at 9.9%, Mfs Inflation Adjusted Bond Fund at 7.5%.

LFERX portfolio concentration is relatively high, with the top 10 representing 60.2% of total assets.

LFERX sectors provide a detailed breakdown. LFERX overlap shows how holdings compare to other funds in your portfolio.