LFERX Mutual Fund

NAV$19.19

AUM$44,406.64

TER1.50%

Holdings32

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LFERX Mutual Fund

NAV$19.19

MFS Lifetime 2035 Fund Class R1

AUM$44,406.64

TER1.50%

Holdings32

See how much of LFERX you already own

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

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

LFERX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value
1	MFGKX	Mfs Government Securities Fund	9.93%	9.9%	7,220,530	$60.87M
2	Debt	Mfs Research Bond Fund	9.92%	19.9%	6,475,976	$60.81M
3	Debt	Mfs Inflation Adjusted Bond Fund	7.46%	27.3%	5,152,557	$45.75M
4	BMSYX	Mfs Blended Research Mid Cap Equity Fund	6.54%	33.9%	2,276,476	$40.11M
5	BRXVX	Mfs Blended Research International Equity Fund	6.03%	39.9%	1,825,485	$36.98M
6	Debt	Mfs Global Opportunistic Bond Fund	5.31%	45.2%	4,060,827	$32.53M
7	MHIKX	Mfs High Income Fund	3.99%	49.2%	7,986,184	$24.44M
8	MEIKX	Mfs Value Fund	3.87%	53.1%	432,452	$23.74M
9	BRUNX	Mfs Blended Research Value Equity Fund	3.87%	56.9%	1,239,302	$23.70M
10	MUEVX	Mfs Blended Research Core Equity Fund - Class R6	3.51%	60.4%	488,239	$21.49M
11	MFRKX	Mfs Research Fund	3.51%	63.9%	359,878	$21.50M
12	MFEKX	Mfs Growth Fund Class R6	3.47%	67.4%	105,282	$21.25M
13	BRWVX	Mfs Blended Research Growth Equity Fund - Class R6	3.46%	70.9%	731,394	$21.23M
14	MVCKX	Mfs Mid Cap Value Fund	3.26%	74.1%	556,200	$19.98M
15	OTCKX	Mfs Mid Cap Growth Fund Class R6	3.25%	77.4%	684,917	$19.92M
16	MGLRX	Mfs Global Real Estate Fund Class R6	3.07%	80.4%	1,031,838	$18.81M
17	MRSKX	Mfs Research International Fund	3.02%	83.5%	635,225	$18.49M
18	MCSRX	Mfs Commodity Strategy Fund	3.01%	86.5%	4,271,107	$18.45M
19	MEDHX	Mfs Emerging Markets Debt Fund	2.82%	89.3%	1,377,192	$17.30M
20	EMLNX	Mfs Emerging Markets Debt Local Currency Fund	2.01%	91.3%	2,061,124	$12.33M
21	MQLKX	Mfs Limited Maturity Fund - Class R6	1.58%	92.9%	1,666,779	$9.70M
22	MINJX	Mfs International Value Fund	1.51%	94.4%	194,486	$9.24M
23	MGRDX	Mfs International Growth Fund	1.50%	95.9%	187,603	$9.21M
24	BRSYX	Mfs Blended Research Small Cap Equity Fund	1.42%	97.3%	511,353	$8.69M
25	MIDLX	Mfs International New Discovery Fund Class R6	0.88%	98.2%	148,813	$5.40M
26	MNDKX	Mfs New Discovery Fund	0.72%	98.9%	111,680	$4.39M
27	NDVVX	Mfs New Discovery Value Fund	0.69%	99.6%	225,800	$4.21M
28	—	Cash & Cash Equivalents	0.41%	100.0%	-	$2.51M
29	—	Mfs Institutional Money Market Portfolio	0.38%	100.4%	-	$2.29M
30	—	Us Dollars	0.03%	100.4%	-	$203.8K
31	—	Capusd	0.00%	100.4%	-	$4.3K
32	—	Other	0.00%	100.4%	-	-

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

LFERX Mutual Fund All Holdings

LFERX holdings total 32 positions. The top 10 holdings account for 60.4% of the fund, led by Mfs Government Securities Fund at 9.9%, Mfs Research Bond Fund at 9.9%, Mfs Inflation Adjusted Bond Fund at 7.5%.

LFERX portfolio concentration is relatively high, with the top 10 representing 60.4% of total assets.

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