LFTLX Mutual Fund
LFTLX Mutual Fund
LFTLX Mutual Fund
MFS Lifetime 2065 Fund Class R3
LFTLX Mutual Fund Overview
LFTLX Mutual Fund (MFS Lifetime 2065 Fund Class R3) is managed by MFS Investment Management with $11.9M 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 4.25%, paid annually.
LFTLX 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 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.