LFIAX Mutual Fund

LFIAX Mutual Fund (MFS Lifetime 2055 Fund Class A) is managed by MFS Investment Management with $30.2M in net assets. LFIAX expense ratio is 0.79%, holding 28 positions across various sectors. Inception date: 2012-11-02.

LFIAX performance shows a YTD return of 10.23%. The 1-year return is 12.72% and the 5-year return is 7.94%. LFIAX dividend yield stands at 5.95%, paid annually.

LFIAX top holdings include Mfs Blended Research International Equity Fund (11.4%), 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 LFIAX holdings, LFIAX sectors, or LFIAX dividends.

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