LFESX Mutual Fund

LFESX Mutual Fund (MFS Lifetime 2035 Fund Class R2) is managed by MFS Investment Management with $10.0M 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 5.81%. LFESX dividend yield stands at 6.75%, paid annually.

LFESX top holdings include Mfs Government Securities Fund (9.9%), Mfs Research Bond Fund (9.9%), Mfs Inflation Adjusted Bond Fund (7.5%), Mfs Blended Research Mid Cap Equity Fund (6.5%), Mfs Blended Research International Equity Fund (6.0%). 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.