LFETX Mutual Fund

LFETX Mutual Fund (MFS Lifetime 2035 Fund Class R3) is managed by MFS Investment Management with $145.3M in net assets. LFETX expense ratio is 0.77%, holding 29 positions across various sectors. Inception date: 2012-11-02.

LFETX performance shows a YTD return of 6.43%. The 1-year return is 12.10% and the 5-year return is 6.05%. LFETX dividend yield stands at 7.23%, paid annually.

LFETX top holdings include State Of Israel (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Currency Contract - USD (6.8%), Mfs Blended Research International Equity Fund (6.2%). Go to all LFETX holdings, LFETX sectors, or LFETX dividends.

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