LFIBX Mutual Fund
LFIBX Mutual Fund
LFIBX Mutual Fund
MFS Lifetime 2055 Fund Class B
LFIBX Mutual Fund Overview
LFIBX Mutual Fund (MFS Lifetime 2055 Fund Class B) is managed by MFS Investment Management with $206,206.81 in net assets. LFIBX expense ratio is 1.54%, holding 28 positions across various sectors. Inception date: 2012-11-02.
LFIBX performance shows a YTD return of 10.04%. The 1-year return is 12.31% and the 5-year return is 7.20%. LFIBX dividend yield stands at 4.88%, paid annually.
LFIBX 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 LFIBX holdings, LFIBX sectors, or LFIBX dividends.
LFIBX can be compared against other funds. Use LFIBX overlap to find shared positions, or LFIBX vs another fund for a side-by-side view. LFIBX alternatives are available via the screener, along with tax-loss harvesting opportunities.