LFTMX Mutual Fund

LFTMX Mutual Fund (MFS Lifetime 2065 Fund Class R4) is managed by MFS Investment Management with $1.4M in net assets. LFTMX expense ratio is 0.57%, holding 24 positions across various sectors. Inception date: 2021-09-01.

LFTMX performance shows a YTD return of 11.05%. The 1-year return is 18.88%. LFTMX dividend yield stands at 4.43%, paid annually.

LFTMX 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 LFTMX holdings, LFTMX sectors, or LFTMX dividends.

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