LFIAX Mutual Fund

LFIAX Mutual Fund (MFS Lifetime 2055 Fund Class A) is managed by MFS Investment Management with $30.9M 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 7.99%. LFIAX dividend yield stands at 5.92%, paid annually.

LFIAX top holdings include King County Sewer Revenue Bonds 0.875 01/01/2042 (11.4%), Sold BRL Bought USD 20260702 (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Mfs Commodity Strategy Fund (5.2%). 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.