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 $4.4M in net assets. LFIIX expense ratio is 0.54%, holding 24 positions across various sectors. Inception date: 2012-11-02.
LFIIX performance shows a YTD return of 10.59%. The 1-year return is 12.94% and the 5-year return is 7.53%. LFIIX dividend yield stands at 6.14%, paid annually.
LFIIX top holdings include Mfs Blended Research International Equity Fund (11.2%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Mfs Blended Research Value Equity Fund (5.4%), Mfs Value Fund (5.4%), Mfs Global Real Estate Fund Class R6 (5.4%). 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.