LFTNX Mutual Fund

LFTNX Mutual Fund

NAV$12.24
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Fund Essentials - as of Aug 31, 2026

Net Assets
$37M
Expense Ratio
0.40%
Dividend Yield (Current)
4.65%
Holdings
28
Inception Date
Sep 1, 2021
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.77%
1 Year+13.09%
3 Year+18.50%
5 Year+7.85%

Asset Allocation

Cash: 0.78%
Other: 99.22%
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Top Holdings

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TickerNameWeight
BRXVXMfs Blended Research International Equity Fund11.23%
BMSYXMfs Blended Research Mid Cap Equity Fund9.91%
BRUNXMfs Blended Research Value Equity Fund5.49%
MGLRXMfs Global Real Estate Fund Class R65.48%
MEIKXMfs Value Fund5.47%
Top 10 Concentration: 63.08%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.65%
Frequency
Annually

Peer Comparison

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

LFTNX Mutual Fund Overview

LFTNX Mutual Fund (MFS Lifetime 2065 Fund Class R6) is managed by MFS Investment Management with $36.5M in net assets. LFTNX expense ratio is 0.40%, holding 28 positions across various sectors. Inception date: 2021-09-01.

LFTNX performance shows a YTD return of 10.77%. The 1-year return is 13.09% and the 5-year return is 7.85%. LFTNX dividend yield stands at 4.65%, paid annually.

LFTNX 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 LFTNX holdings, LFTNX sectors, or LFTNX dividends.

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