Morningstar

MFS Lifetime 2035 Fund Class R1 LFERX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 19.13  /  +0.37 %
  • Total Assets 587.1M
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Retirement, Small
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.03%
  • Turnover 11%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:06 AM GMT+0

Morningstar’s Analysis LFERX

Will LFERX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LFERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LFERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LFERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Effectively leans into active management.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

The MFS Lifetime target-date series benefits from the firm's well-regarded fund lineup, and management has faithfully carried out its well-researched allocation framework.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings LFERX

More LFERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Total Return Bond R6

9.95 61M
—

MFS Government Securities R6

9.93 61M
—

MFS Inflation-Adjusted Bond R6

7.46 46M
—

MFS Blended Research Mid Cap Eq R6

6.44 40M
—

MFS Blended Research Intl Eq R6

5.97 37M
—

MFS Global Opportunistic Bd R6

5.30 33M
—

MFS High Income R6

4.00 25M
—

MFS Blended Research Value Equity R6

3.86 24M
—

MFS Value R6

3.81 24M
—

MFS Blended Research Growth Eq R6

3.50 22M
—

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