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 2055 R3 LFITX
- NAV / 1-Day Return 19.20 / −0.41 %
- Total Assets 359.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.830%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.27%
- Turnover 13%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis LFITX
Will LFITX 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 62.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Blended Research Intl Eq R6 | 10.94 | 40.2 Mil | — |
MFS Blended Research Mid Cap Eq R6 | 10.14 | 37.3 Mil | — |
MFS Blended Research Value Equity R6 | 5.54 | 20.4 Mil | — |
MFS Value R6 | 5.54 | 20.4 Mil | — |
MFS Blended Research Growth Eq R6 | 5.12 | 18.8 Mil | — |
MFS Growth R6 | 5.09 | 18.7 Mil | — |
MFS Mid Cap Value R6 | 5.06 | 18.6 Mil | — |
MFS Global Real Estate R6 | 5.04 | 18.5 Mil | — |
MFS Commodity Strategy R6 | 5.00 | 18.4 Mil | — |
MFS Mid Cap Growth R6 | 4.97 | 18.3 Mil | — |