LFTJX Mutual Fund

LFTJX Mutual Fund

NAV$12.45
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Fund Essentials - as of Jan 31, 2026

Net Assets
$85,867.97
Expense Ratio
1.57%
Dividend Yield (Current)
3.67%
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+10.44%
1 Year+17.68%
3 Year+13.62%

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%
-Cds Petroleos Mexicanos9.89%
-Silver Option Mar26C 1005.52%
-Bought INR Sold USD 202604245.52%
-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)
3.67%
Frequency
Annually

Peer Comparison

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

LFTJX Mutual Fund Overview

LFTJX Mutual Fund (MFS Lifetime 2065 Fund Class R1) is managed by MFS Investment Management with $85,867.97 in net assets. LFTJX expense ratio is 1.57%, holding 24 positions across various sectors. Inception date: 2021-09-01.

LFTJX performance shows a YTD return of 10.44%. The 1-year return is 17.68%. LFTJX dividend yield stands at 3.67%, paid annually.

LFTJX top holdings include Mfs Blended Research International Equity Fund (11.3%), Cds Petroleos Mexicanos (9.9%), Silver Option Mar26C 100 (5.5%), Bought INR Sold USD 20260424 (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). Go to all LFTJX holdings, LFTJX sectors, or LFTJX dividends.

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