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 I LFIIX
- NAV / 1-Day Return 19.18 / −0.83 %
- Total Assets 359.1 Mil
-
Adj. Expense Ratio
0.580%
- Expense Ratio 0.580%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.50%
- Turnover 13%
USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0
Morningstar’s Analysis LFIIX
Will LFIIX 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 | 10.91 | 37.8 Mil | — |
MFS Blended Research Mid Cap Eq R6 | 10.07 | 34.9 Mil | — |
MFS Blended Research Value Equity R6 | 5.49 | 19.0 Mil | — |
MFS Value R6 | 5.49 | 19.0 Mil | — |
MFS Growth R6 | 5.22 | 18.1 Mil | — |
MFS Blended Research Growth Eq R6 | 5.17 | 17.9 Mil | — |
MFS Mid Cap Growth R6 | 5.10 | 17.6 Mil | — |
MFS Mid Cap Value R6 | 5.04 | 17.5 Mil | — |
MFS Commodity Strategy R6 | 4.95 | 17.2 Mil | — |
MFS Global Real Estate R6 | 4.95 | 17.1 Mil | — |