LFESX Mutual Fund
LFESX Mutual Fund
LFESX Mutual Fund
MFS Lifetime 2035 Fund Class R2
LFESX Mutual Fund Overview
LFESX Mutual Fund (MFS Lifetime 2035 Fund Class R2) is managed by MFS Investment Management with $9.4M in net assets. LFESX expense ratio is 1.00%, holding 32 positions across various sectors. Inception date: 2012-11-02.
LFESX performance shows a YTD return of 5.01%. The 1-year return is 6.69% and the 5-year return is 5.66%. LFESX dividend yield stands at 6.91%, paid annually.
LFESX 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 LFESX holdings, LFESX sectors, or LFESX dividends.
LFESX can be compared against other funds. Use LFESX overlap to find shared positions, or LFESX vs another fund for a side-by-side view. LFESX alternatives are available via the screener, along with tax-loss harvesting opportunities.