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MFS Lifetime 2035 A LFEAX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 17.49  /  +0.63 %
  • Total Assets 601.6 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.93%
  • Turnover 24%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis LFEAX

Will LFEAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A beneficiary of the firm's breadth and depth of resources.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The MFS Lifetime target-date series benefits from the firm’s well-regarded active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.

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Portfolio Holdings LFEAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 54.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Blended Research Mid Cap Eq R6

7.74 45.2 Mil

MFS Blended Research Intl Eq R6

6.80 39.7 Mil

MFS Total Return Bond R6

6.26 36.6 Mil

MFS Inflation-Adjusted Bond R6

6.16 36.0 Mil

MFS Government Securities R6

6.14 35.9 Mil

MFS Blended Research Value Equity R6

4.34 25.4 Mil

MFS Value R6

4.34 25.3 Mil

MFS Global Opportunistic Bd R6

4.28 25.0 Mil

MFS Growth R6

4.02 23.5 Mil

MFS Blended Research Growth Eq R6

3.99 23.3 Mil