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 2065 Class R3 LFTLX
- NAV / 1-Day Return 11.72 / −1.35 %
- Total Assets 53.6M
-
Adj. Expense Ratio
0.820%
- Expense Ratio 0.240%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Target-Date 2065
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.90%
- Turnover 22%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LFTLX
Will LFTLX 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 LFTLX 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 LFTLX’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 62.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.14 | 6M | — |
MFS Blended Research Mid Cap Eq R6 | 10.02 | 5M | — |
MFS Blended Research Value Equity R6 | 5.52 | 3M | — |
MFS Value R6 | 5.49 | 3M | — |
MFS Growth R6 | 5.24 | 3M | — |
MFS Blended Research Growth Eq R6 | 5.18 | 3M | — |
MFS Commodity Strategy R6 | 5.09 | 3M | — |
MFS Mid Cap Growth R6 | 5.02 | 3M | — |
MFS Global Real Estate R6 | 4.99 | 3M | — |
MFS Mid Cap Value R6 | 4.97 | 3M | — |
United States