LFTKX Mutual Fund

LFTKX Mutual Fund (MFS Lifetime 2065 Fund Class R2) is managed by MFS Investment Management with $2.0M in net assets. LFTKX expense ratio is 1.04%, holding 28 positions across various sectors. Inception date: 2021-09-01.

LFTKX performance shows a YTD return of 10.11%. The 1-year return is 12.33% and the 5-year return is 7.21%. LFTKX dividend yield stands at 4.28%, paid annually.

LFTKX 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 LFTKX holdings, LFTKX sectors, or LFTKX dividends.

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