LFESX Mutual Fund

LFESX Mutual Fund (MFS Lifetime 2035 Fund Class R2) is managed by MFS Investment Management with $10.2M in net assets. LFESX expense ratio is 1.02%, holding 29 positions across various sectors. Inception date: 2012-11-02.

LFESX performance shows a YTD return of 6.31%. The 1-year return is 11.89% and the 5-year return is 5.80%. LFESX dividend yield stands at 6.82%, paid annually.

LFESX top holdings include State Of California, Golden State Tobacco Securitization Corp., Enhanced Tobacco Settlement Asset-Backed Bonds, Series 2021-A-1, 2.158% 6/1/2026 (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Korea Housing Finance Corp. 4.475 2026-04-06 (6.8%), Mfs Blended Research International Equity Fund (6.2%). Go to all LFESX holdings, LFESX sectors, or LFESX dividends.

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