LFIBX Mutual Fund

NAV$24.25

AUM$196,234.16

TER1.54%

Holdings24

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LFIBX Mutual Fund

NAV$24.25

MFS Lifetime 2055 Fund Class B

AUM$196,234.16

TER1.54%

Holdings24

See how much of LFIBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 24 of 24 holdings · as of Sep 30, 2026

LFIBX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value
1	BRXVX	Mfs Blended Research International Equity Fund	11.19%	11.2%	2,234,939	$45.53M
2	BMSYX	Mfs Blended Research Mid Cap Equity Fund	9.91%	21.1%	2,364,625	$40.34M
3	BRUNX	Mfs Blended Research Value Equity Fund	5.43%	26.5%	1,165,369	$22.11M
4	MEIKX	Mfs Value Fund	5.42%	32.0%	423,801	$22.05M
5	MGLRX	Mfs Global Real Estate Fund Class R6	5.41%	37.4%	1,326,894	$22.01M
6	BRWVX	Mfs Blended Research Growth Equity Fund - Class R6	5.26%	42.6%	693,492	$21.41M
7	MFEKX	Mfs Growth Fund Class R6	5.26%	47.9%	101,820	$21.41M
8	MCSRX	Mfs Commodity Strategy Fund	5.22%	53.1%	4,596,029	$21.23M
9	OTCKX	Mfs Mid Cap Growth Fund Class R6	5.10%	58.2%	715,860	$20.77M
10	MVCKX	Mfs Mid Cap Value Fund	4.90%	63.1%	584,674	$19.94M
11	MFRKX	Mfs Research Fund	4.69%	67.8%	313,497	$19.08M
12	MUEVX	Mfs Blended Research Core Equity Fund - Class R6	4.66%	72.4%	419,514	$18.95M
13	MRSKX	Mfs Research International Fund	4.08%	76.5%	580,545	$16.60M
14	MIDLX	Mfs International New Discovery Fund Class R6	4.05%	80.6%	457,302	$16.47M
15	MGRDX	Mfs International Growth Fund	3.56%	84.1%	295,990	$14.50M
16	MINJX	Mfs International Value Fund	3.53%	87.7%	298,152	$14.37M
17	Debt	Mfs Research Bond Fund	2.49%	90.2%	1,109,716	$10.12M
18	Debt	Mfs Inflation Adjusted Bond Fund	2.49%	92.6%	1,184,596	$10.14M
19	BRSYX	Mfs Blended Research Small Cap Equity Fund	2.46%	95.1%	606,672	$10.03M
20	MNDKX	Mfs New Discovery Fund	1.26%	96.4%	129,600	$5.13M
21	NDVVX	Mfs New Discovery Value Fund	1.22%	97.6%	284,475	$4.95M
22	MEMJX	Mfs Emerging Markets Equity Fund	1.03%	98.6%	77,649	$4.17M
23	BRKCX	Mfs Blended Research Emerging Markets Equity Fund	1.02%	99.6%	180,569	$4.17M
24	—	Currency Cash Cash_USD	0.35%	100.0%	1,406,302	$1.41M

Not reported for this fund: share changes, sector, industry.

LFIBX Mutual Fund All Holdings

LFIBX holdings total 24 positions. The top 10 holdings account for 63.1% of the fund, led by Mfs Blended Research International Equity Fund at 11.2%, Mfs Blended Research Mid Cap Equity Fund at 9.9%, Mfs Blended Research Value Equity Fund at 5.4%.

LFIBX portfolio concentration is relatively high, with the top 10 representing 63.1% of total assets.

LFIBX sectors provide a detailed breakdown. LFIBX overlap shows how holdings compare to other funds in your portfolio.