LFEUX Mutual Fund

LFEUX Mutual Fund (MFS Lifetime 2035 Fund Class R4) is managed by MFS Investment Management with $22.2M in net assets. LFEUX expense ratio is 0.52%, holding 29 positions across various sectors. Inception date: 2012-11-02.

LFEUX performance shows a YTD return of 6.58%. The 1-year return is 12.37% and the 5-year return is 6.32%. LFEUX dividend yield stands at 7.34%, paid annually.

LFEUX top holdings include Mfs Government Securities Fund (10.0%), Mfs Research Bond Fund (8.8%), Mfs Inflation Adjusted Bond Fund (7.2%), Fresnillo Plc 4.25% 10/2/2050 (6.8%), Sold ILS Bought USD 20260617 (6.2%). Go to all LFEUX holdings, LFEUX sectors, or LFEUX dividends.

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