LFIKX Mutual Fund
LFIKX Mutual Fund
LFIKX Mutual Fund
MFS Lifetime 2055 Fund Class R6
LFIKX Mutual Fund Overview
LFIKX Mutual Fund (MFS Lifetime 2055 Fund Class R6) is managed by MFS Investment Management with $217.9M in net assets. LFIKX expense ratio is 0.40%, holding 24 positions across various sectors. Inception date: 2016-08-29.
LFIKX performance shows a YTD return of 10.67%. The 1-year return is 13.05% and the 5-year return is 8.09%. LFIKX dividend yield stands at 2.35%, paid annually.
LFIKX 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 LFIKX holdings, LFIKX sectors, or LFIKX dividends.
LFIKX can be compared against other funds. Use LFIKX overlap to find shared positions, or LFIKX vs another fund for a side-by-side view. LFIKX alternatives are available via the screener, along with tax-loss harvesting opportunities.