LFIRX Mutual Fund
LFIRX Mutual Fund
LFIRX Mutual Fund
MFS Lifetime 2055 Fund Class R1
LFIRX Mutual Fund Overview
LFIRX Mutual Fund (MFS Lifetime 2055 Fund Class R1) is managed by MFS Investment Management with $192,732.94 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 7.63%. LFIRX dividend yield stands at 5.32%, paid annually.
LFIRX top holdings include Mfs Blended Research International Equity Fund (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Mfs Value Fund (5.5%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Global Real Estate Fund - Class R6 (5.4%). 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.