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 R3 LFITX
- NAV / 1-Day Return 24.20 / +0.08 %
- Total Assets 456.8M
-
Adj. Expense Ratio
0.820%
- Expense Ratio 0.250%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.96%
- Turnover 15%
USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LFITX
Will LFITX 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 62.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.28 | 51M | — |
MFS Blended Research Mid Cap Eq R6 | 10.07 | 46M | — |
MFS Blended Research Value Equity R6 | 5.50 | 25M | — |
MFS Value R6 | 5.44 | 25M | — |
MFS Blended Research Growth Eq R6 | 5.20 | 24M | — |
MFS Growth R6 | 5.16 | 23M | — |
MFS Mid Cap Growth R6 | 5.06 | 23M | — |
MFS Mid Cap Value R6 | 4.98 | 23M | — |
MFS Global Real Estate R6 | 4.96 | 23M | — |
MFS Commodity Strategy R6 | 4.87 | 22M | — |
United States