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.
MFS Lifetime 2035 Fund Class R1 LFERX
- NAV / 1-Day Return 18.96 / −1.40 %
- Total Assets 632.0M
-
Adj. Expense Ratio
1.520%
- 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 2.02%
- Turnover 14%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 1:58 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Government Securities R6 | 9.74 | 62M | — |
MFS Total Return Bond R6 | 9.37 | 60M | — |
MFS Inflation-Adjusted Bond R6 | 7.18 | 46M | — |
MFS Blended Research Mid Cap Eq R6 | 6.84 | 44M | — |
MFS Blended Research Intl Eq R6 | 6.09 | 39M | — |
MFS Global Opportunistic Bd R6 | 5.08 | 32M | — |
MFS Blended Research Value Equity R6 | 3.98 | 25M | — |
MFS High Income R6 | 3.92 | 25M | — |
MFS Value R6 | 3.91 | 25M | — |
MFS Growth R6 | 3.67 | 23M | — |
United States