LFIAX Mutual Fund
LFIAX Mutual Fund
LFIAX Mutual Fund
MFS Lifetime 2055 Fund Class A
LFIAX Mutual Fund Overview
LFIAX Mutual Fund (MFS Lifetime 2055 Fund Class A) is managed by MFS Investment Management with $30.4M in net assets. LFIAX expense ratio is 0.82%, holding 24 positions across various sectors. Inception date: 2012-11-02.
LFIAX performance shows a YTD return of 10.83%. The 1-year return is 18.52% and the 5-year return is 8.40%. LFIAX dividend yield stands at 5.81%, paid annually.
LFIAX top holdings include Mfs Blended Research International Equity Fund (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Mfs Value Fund (5.5%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Global Real Estate Fund - Class R6 (5.4%). Go to all LFIAX holdings, LFIAX sectors, or LFIAX dividends.
LFIAX can be compared against other funds. Use LFIAX overlap to find shared positions, or LFIAX vs another fund for a side-by-side view. LFIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.