LFEUX Mutual Fund

LFEUX Mutual Fund (MFS Lifetime 2035 Fund Class R4) is managed by MFS Investment Management with $19.7M in net assets. LFEUX expense ratio is 0.50%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LFEUX performance shows a YTD return of 6.37%. The 1-year return is 7.92% and the 5-year return is 5.78%. LFEUX dividend yield stands at 7.35%, paid annually.

LFEUX top holdings include Mfs Research Bond Fund (9.9%), Mfs Government Securities Fund (9.9%), Mfs Inflation Adjusted Bond Fund (7.5%), Mfs Blended Research Mid Cap Equity Fund (6.4%), Mfs Blended Research International Equity Fund (6.0%). 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.