LFEDX Mutual Fund

LFEDX Mutual Fund (MFS Lifetime 2035 Fund Class I) is managed by MFS Investment Management with $9.7M in net assets. LFEDX expense ratio is 0.50%, holding 32 positions across various sectors. Inception date: 2012-11-02.

LFEDX performance shows a YTD return of 5.40%. The 1-year return is 7.23% and the 5-year return is 6.19%. LFEDX dividend yield stands at 7.55%, paid annually.

LFEDX top holdings include Mfs Government Securities Fund (9.9%), Mfs Research Bond Fund (9.9%), Mfs Inflation Adjusted Bond Fund (7.5%), Mfs Blended Research Mid Cap Equity Fund (6.5%), Mfs Blended Research International Equity Fund (6.0%). Go to all LFEDX holdings, LFEDX sectors, or LFEDX dividends.

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