LFTLX Mutual Fund

LFTLX Mutual Fund

NAV$12.49
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Fund Essentials - as of Jan 31, 2026

Net Assets
$12M
Expense Ratio
0.82%
Dividend Yield (Current)
4.33%
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+10.90%
1 Year+18.58%
3 Year+14.49%

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%
-Sold TWD Bought USD 202604079.89%
-Wellsfar G Rp 4.28% 11/19/255.52%
-Massachusetts Water Resources Authority 4 08/01/20265.52%
-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)
4.33%
Frequency
Annually

Peer Comparison

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

LFTLX Mutual Fund Overview

LFTLX Mutual Fund (MFS Lifetime 2065 Fund Class R3) is managed by MFS Investment Management with $11.8M in net assets. LFTLX expense ratio is 0.82%, holding 24 positions across various sectors. Inception date: 2021-09-01.

LFTLX performance shows a YTD return of 10.90%. The 1-year return is 18.58%. LFTLX dividend yield stands at 4.33%, paid annually.

LFTLX top holdings include Mfs Blended Research International Equity Fund (11.3%), Sold TWD Bought USD 20260407 (9.9%), Wellsfar G Rp 4.28% 11/19/25 (5.5%), Massachusetts Water Resources Authority 4 08/01/2026 (5.5%), Mfs Blended Research Growth Equity Fund (5.1%). Go to all LFTLX holdings, LFTLX sectors, or LFTLX dividends.

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