LFISX Mutual Fund
LFISX Mutual Fund
LFISX Mutual Fund
MFS Lifetime 2055 Fund Class R2
LFISX Mutual Fund Overview
LFISX Mutual Fund (MFS Lifetime 2055 Fund Class R2) is managed by MFS Investment Management with $11.1M in net assets. LFISX expense ratio is 1.04%, holding 24 positions across various sectors. Inception date: 2012-11-02.
LFISX performance shows a YTD return of 10.13%. The 1-year return is 12.32% and the 5-year return is 7.00%. LFISX dividend yield stands at 5.58%, paid annually.
LFISX 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 LFISX holdings, LFISX sectors, or LFISX dividends.
LFISX can be compared against other funds. Use LFISX overlap to find shared positions, or LFISX vs another fund for a side-by-side view. LFISX alternatives are available via the screener, along with tax-loss harvesting opportunities.