LFTHX Mutual Fund

LFTHX Mutual Fund (MFS Lifetime 2065 Fund Class I) is managed by MFS Investment Management with $2.6M 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 4.54%, paid annually.

LFTHX top holdings include United States Treasury Note/Bond 3.5 11/30/2030 (11.3%), Mfs Blended Research Mid Cap Equity Fund (9.9%), Smpix_Djussc_Goldman (5.5%), Mfs Value Fund (5.5%), Purchased SEK / Sold USD (5.1%). 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.