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 R4 LFEUX
- NAV / 1-Day Return 17.71 / +0.11 %
- Total Assets 608.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.550%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.94%
- Turnover 24%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:50 PM GMT+0
Morningstar’s Analysis LFEUX
Will LFEUX 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 54.1
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 | — |