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 R6 LFIKX
- NAV / 1-Day Return 23.75 / −2.14 %
- Total Assets 445.7M
-
Adj. Expense Ratio
0.430%
- Expense Ratio 0.000
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.29%
- Turnover 15%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:09 AM GMT+0
Morningstar’s Analysis LFIKX
Will LFIKX 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 LFIKX 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 LFIKX’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 62.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.13 | 50M | — |
MFS Blended Research Mid Cap Eq R6 | 10.01 | 45M | — |
MFS Blended Research Value Equity R6 | 5.50 | 25M | — |
MFS Value R6 | 5.44 | 25M | — |
MFS Growth R6 | 5.20 | 24M | — |
MFS Blended Research Growth Eq R6 | 5.16 | 23M | — |
MFS Mid Cap Growth R6 | 5.01 | 23M | — |
MFS Commodity Strategy R6 | 5.00 | 23M | — |
MFS Global Real Estate R6 | 5.00 | 23M | — |
MFS Mid Cap Value R6 | 4.95 | 22M | — |
United States