LFIRX Mutual Fund

LFIRX Mutual Fund (MFS Lifetime 2055 Fund Class R1) is managed by MFS Investment Management with $195,830.05 in net assets. LFIRX expense ratio is 1.57%, holding 24 positions across various sectors. Inception date: 2012-11-02.

LFIRX performance shows a YTD return of 10.52%. The 1-year return is 17.78% and the 5-year return is 7.22%. LFIRX dividend yield stands at 5.42%, paid annually.

LFIRX top holdings include Mfs Blended Research International Equity Fund (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Forward Foreign Currency Contract (5.5%), Rfr USD Sofr/3.75000 12/18/24-9Y Lch (5.5%), Bought CNY Sold USD 20260617 (5.2%). Go to all LFIRX holdings, LFIRX sectors, or LFIRX dividends.

LFIRX can be compared against other funds. Use LFIRX overlap to find shared positions, or LFIRX vs another fund for a side-by-side view. LFIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.