LFITX Mutual Fund
LFITX Mutual Fund
LFITX Mutual Fund
MFS Lifetime 2055 Fund Class R3
LFITX Mutual Fund Overview
LFITX Mutual Fund (MFS Lifetime 2055 Fund Class R3) is managed by MFS Investment Management with $118.4M in net assets. LFITX expense ratio is 0.82%, holding 24 positions across various sectors. Inception date: 2012-11-02.
LFITX performance shows a YTD return of 10.87%. The 1-year return is 18.51% and the 5-year return is 8.41%. LFITX dividend yield stands at 5.80%, paid annually.
LFITX 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 LFITX holdings, LFITX sectors, or LFITX dividends.
LFITX can be compared against other funds. Use LFITX overlap to find shared positions, or LFITX vs another fund for a side-by-side view. LFITX alternatives are available via the screener, along with tax-loss harvesting opportunities.