LFTFX Mutual Fund

LFTFX Mutual Fund

NAV$12.49
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Fund Essentials - as of Jan 31, 2026

Net Assets
$5M
Expense Ratio
0.82%
Dividend Yield (Current)
4.38%
Holdings
24
Inception Date
Sep 1, 2021
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.91%
1 Year+18.54%
3 Year+14.46%

Asset Allocation

Cash: 1.51%
Other: 98.49%
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Top Holdings

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TickerNameWeight
-Mfs Blended Research International Equity Fund11.32%
-Mfs Blended Research Mid Cap Equity Fund9.89%
-S+P 500 Index5.52%
-Eastman Chemical Company 4.5 12/01/20285.52%
-Mfs Blended Research Growth Equity Fund5.12%
Top 10 Concentration: 62.40%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.38%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LFTFX Mutual Fund Overview

LFTFX Mutual Fund (MFS Lifetime 2065 Fund Class A) is managed by MFS Investment Management with $4.8M in net assets. LFTFX expense ratio is 0.82%, holding 24 positions across various sectors. Inception date: 2021-09-01.

LFTFX performance shows a YTD return of 10.91%. The 1-year return is 18.54%. LFTFX dividend yield stands at 4.38%, paid annually.

LFTFX top holdings include Mfs Blended Research International Equity Fund (11.3%), Mfs Blended Research Mid Cap Equity Fund (9.9%), S+P 500 Index (5.5%), Eastman Chemical Company 4.5 12/01/2028 (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). Go to all LFTFX holdings, LFTFX sectors, or LFTFX dividends.

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