LFTKX Mutual Fund
LFTKX Mutual Fund
LFTKX Mutual Fund
MFS Lifetime 2065 Fund Class R2
LFTKX Mutual Fund Overview
LFTKX Mutual Fund (MFS Lifetime 2065 Fund Class R2) is managed by MFS Investment Management with $2.1M in net assets. LFTKX expense ratio is 1.07%, holding 24 positions across various sectors. Inception date: 2021-09-01.
LFTKX performance shows a YTD return of 10.66%. The 1-year return is 18.23%. LFTKX dividend yield stands at 4.18%, paid annually.
LFTKX 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 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.