LFIKX Mutual Fund

LFIKX Mutual Fund (MFS Lifetime 2055 Fund Class R6) is managed by MFS Investment Management with $240.2M in net assets. LFIKX expense ratio is 0.40%, holding 28 positions across various sectors. Inception date: 2016-08-29.

LFIKX performance shows a YTD return of 10.58%. The 1-year return is 13.20% and the 5-year return is 8.38%. LFIKX dividend yield stands at 2.35%.

LFIKX 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 LFIKX holdings, LFIKX sectors, or LFIKX dividends.

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