LFTHX Mutual Fund

LFTHX Mutual Fund (MFS Lifetime 2065 Fund Class I) is managed by MFS Investment Management with $2.4M in net assets. LFTHX expense ratio is 0.54%, holding 28 positions across various sectors. Inception date: 2021-09-01.

LFTHX performance shows a YTD return of 10.59%. The 1-year return is 12.99% and the 5-year return is 7.75%. LFTHX dividend yield stands at 4.56%, paid annually.

LFTHX 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 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.