LFIUX Mutual Fund

LFIUX Mutual Fund (MFS Lifetime 2055 Fund Class R4) is managed by MFS Investment Management with $12.6M in net assets. LFIUX expense ratio is 0.57%, holding 24 positions across various sectors. Inception date: 2012-11-02.

LFIUX performance shows a YTD return of 11.01%. The 1-year return is 18.82% and the 5-year return is 8.28%. LFIUX dividend yield stands at 6.00%, paid annually.

LFIUX top holdings include Mfs Blended Research International Equity Fund (11.4%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Mfs Blended Research Value Equity Fund (5.5%), Mfs Value Fund (5.5%), Sng Keros V Sng Gasep26 Ifeu 20260930 (5.2%). Go to all LFIUX holdings, LFIUX sectors, or LFIUX dividends.

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