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.
MFS Lifetime 2035 B LFEBX
- NAV / 1-Day Return 16.92 / +0.06 %
- Total Assets 592.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.550%
- Distribution Fee Level Low
- Share Class Type —
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Closed
- TTM Yield 0.90%
- Turnover 24%
USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 PM GMT+0
Morningstar’s Analysis LFEBX
Will LFEBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Blended Research Mid Cap Eq R6 | 7.74 | 47.2 Mil | — |
MFS Blended Research Intl Eq R6 | 6.75 | 41.2 Mil | — |
MFS Total Return Bond R6 | 6.38 | 38.9 Mil | — |
MFS Government Securities R6 | 6.36 | 38.8 Mil | — |
MFS Inflation-Adjusted Bond R6 | 6.20 | 37.8 Mil | — |
MFS Blended Research Value Equity R6 | 4.35 | 26.5 Mil | — |
MFS Global Opportunistic Bd R6 | 4.33 | 26.4 Mil | — |
MFS Value R6 | 4.32 | 26.4 Mil | — |
MFS Blended Research Core Equity R6 | 3.95 | 24.1 Mil | — |
MFS High Income R6 | 3.94 | 24.0 Mil | — |