LFTGX Mutual Fund

LFTGX Mutual Fund

NAV$12.01
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Fund Essentials - as of Aug 31, 2026

Net Assets
$585,568.65
Expense Ratio
1.54%
Dividend Yield (Current)
3.86%
Holdings
28
Inception Date
Sep 1, 2021
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.68%
1 Year+11.86%
3 Year+17.17%
5 Year+6.69%

Asset Allocation

Cash: 0.78%
Other: 99.22%
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Top Holdings

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TickerNameWeight
BRXVXMfs Blended Research International Equity Fund11.23%
BMSYXMfs Blended Research Mid Cap Equity Fund9.91%
BRUNXMfs Blended Research Value Equity Fund5.49%
MGLRXMfs Global Real Estate Fund Class R65.48%
MEIKXMfs Value Fund5.47%
Top 10 Concentration: 63.08%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.86%
Frequency
Annually

Peer Comparison

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

LFTGX Mutual Fund Overview

LFTGX Mutual Fund (MFS Lifetime 2065 Fund Class C) is managed by MFS Investment Management with $585,568.65 in net assets. LFTGX expense ratio is 1.54%, holding 28 positions across various sectors. Inception date: 2021-09-01.

LFTGX performance shows a YTD return of 9.68%. The 1-year return is 11.86% and the 5-year return is 6.69%. LFTGX dividend yield stands at 3.86%, paid annually.

LFTGX 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 (5.5%), Mfs Global Real Estate Fund Class R6 (5.5%), Mfs Value Fund (5.5%). Go to all LFTGX holdings, LFTGX sectors, or LFTGX dividends.

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