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 2055 Fund Class B LFIBX
- NAV / 1-Day Return 24.65 / +0.57 %
- Total Assets 417.8M
-
Adj. Expense Ratio
1.540%
- Expense Ratio 0.950%
- Distribution Fee Level Low
- Share Class Type Deferred Load
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Closed
- TTM Yield 0.93%
- Turnover 10%
USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 12:13 AM GMT+0
Morningstar’s Analysis LFIBX
Will LFIBX outperform in the 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 63.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.36 | 49M | — |
MFS Blended Research Mid Cap Eq R6 | 9.95 | 43M | — |
MFS Value R6 | 5.49 | 24M | — |
MFS Blended Research Value Equity R6 | 5.49 | 24M | — |
MFS Global Real Estate R6 | 5.40 | 23M | — |
MFS Commodity Strategy R6 | 5.15 | 22M | — |
MFS Blended Research Growth Eq R6 | 5.14 | 22M | — |
MFS Growth R6 | 5.14 | 22M | — |
MFS Mid Cap Growth R6 | 4.99 | 22M | — |
MFS Mid Cap Value R6 | 4.95 | 21M | — |
United States