LFTHX Mutual Fund

LFTHX Mutual Fund

NAV$12.52
See how much of LFTHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jul 31, 2026

Net Assets
$3M
Expense Ratio
0.57%
Dividend Yield (Current)
4.46%
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+11.04%
1 Year+18.89%
3 Year+15.00%

Asset Allocation

Cash: 1.51%
Other: 98.49%
See how much of LFTHX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
BRXVXMfs Blended Research International Equity Fund11.31%
BMSYXMfs Blended Research Mid Cap Equity Fund9.93%
MEIKXMfs Value Fund5.48%
BRUNXMfs Blended Research Value Equity Fund5.48%
MGLRXMfs Global Real Estate Fund - Class R65.40%
Top 10 Concentration: 62.95%Report Date: Jul 31, 2026
Download all 24 holdings for LFTHX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
4.46%
Frequency
Annually

Peer Comparison

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

LFTHX Mutual Fund Overview

LFTHX Mutual Fund (MFS Lifetime 2065 Fund Class I) is managed by MFS Investment Management with $2.5M in net assets. LFTHX expense ratio is 0.57%, holding 24 positions across various sectors. Inception date: 2021-09-01.

LFTHX performance shows a YTD return of 11.04%. The 1-year return is 18.89%. LFTHX dividend yield stands at 4.46%, paid annually.

LFTHX top holdings include Mfs Blended Research International Equity Fund (11.3%), 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 LFTHX holdings, LFTHX sectors, or LFTHX dividends.

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