LFTFX Mutual Fund

LFTFX Mutual Fund

NAV$12.27
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Fund Essentials - as of Jul 31, 2026

Net Assets
$5M
Expense Ratio
0.79%
Dividend Yield (Current)
4.40%
Holdings
28
Inception Date
Sep 1, 2021
Fund Family
MFS Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.27%
1 Year+12.74%
3 Year+16.14%

Asset Allocation

Cash: 0.77%
Other: 99.23%
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Top Holdings

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TickerNameWeight
BRXVXMfs Blended Research International Equity Fund11.31%
BMSYXMfs Blended Research Mid Cap Equity Fund9.93%
MEIKXMfs Value Fund5.48%
BRUNXMfs Blended Research Value Equity Fund5.48%
MGLRXMfs Global Real Estate Fund Class R65.40%
Top 10 Concentration: 62.95%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.40%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LFTFX Mutual Fund Overview

LFTFX Mutual Fund (MFS Lifetime 2065 Fund Class A) is managed by MFS Investment Management with $4.9M in net assets. LFTFX expense ratio is 0.79%, holding 28 positions across various sectors. Inception date: 2021-09-01.

LFTFX performance shows a YTD return of 10.27%. The 1-year return is 12.74%. LFTFX dividend yield stands at 4.40%, paid annually.

LFTFX top holdings include Mfs Blended Research International Equity Fund (11.3%), 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 LFTFX holdings, LFTFX sectors, or LFTFX dividends.

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