LFIBX Mutual Fund

LFIBX Mutual Fund (MFS Lifetime 2055 Fund Class B) is managed by MFS Investment Management with $233,020.81 in net assets. LFIBX expense ratio is 1.57%, holding 24 positions across various sectors. Inception date: 2012-11-02.

LFIBX performance shows a YTD return of 10.68%. The 1-year return is 17.95% and the 5-year return is 7.24%. LFIBX dividend yield stands at 4.85%, paid annually.

LFIBX top holdings include Cds Republic Of Turkiye (11.4%), Northern States Power Company (Min 6.25 06/01/2036 (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Newell Brands, Inc. 6.375% 5/15/2030 (5.5%), Japan Government Twenty Year Bond 2 2044-12-20 (5.2%). Go to all LFIBX holdings, LFIBX sectors, or LFIBX dividends.

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