LFIIX Mutual Fund
LFIIX Mutual Fund
LFIIX Mutual Fund
MFS Lifetime 2055 Fund Class I
LFIIX Mutual Fund Overview
LFIIX Mutual Fund (MFS Lifetime 2055 Fund Class I) is managed by MFS Investment Management with $4.6M in net assets. LFIIX expense ratio is 0.57%, holding 24 positions across various sectors. Inception date: 2012-11-02.
LFIIX performance shows a YTD return of 11.05%. The 1-year return is 18.85% and the 5-year return is 8.27%. LFIIX dividend yield stands at 6.12%, paid annually.
LFIIX top holdings include Petroleos Mexicanos 6.95% 1/28/2060 (11.4%), Cds Cdx.Em.36.V1 (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Credit Agricole Assurances Sa 5.875 2033-10-25 (5.2%). Go to all LFIIX holdings, LFIIX sectors, or LFIIX dividends.
LFIIX can be compared against other funds. Use LFIIX overlap to find shared positions, or LFIIX vs another fund for a side-by-side view. LFIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.