LFIKX Mutual Fund

LFIKX Mutual Fund (MFS Lifetime 2055 Fund Class R6) is managed by MFS Investment Management with $263.6M in net assets. LFIKX expense ratio is 0.43%, holding 24 positions across various sectors. Inception date: 2016-08-29.

LFIKX performance shows a YTD return of 11.08%. The 1-year return is 18.97% and the 5-year return is 8.43%. LFIKX dividend yield stands at 6.18%, paid annually.

LFIKX top holdings include Mfs Blended Research International Equity Fund (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Gen Digital Inc 6.25 04/01/2033 (5.5%), Mission Economic Development Corp 5.5 12/01/2064 (5.5%), Forward Foreign Currency Contract (5.2%). 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.