Morningstar

MFS Lifetime 2065 Class R4 LFTMX

Morningstar Medalist Rating
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Medalist Rating as of See MFS Investment Hub
  • NAV / 1-Day Return $12.25  /  −0.81 %
  • Fund Size $62.4M
  • Adjusted Expense Ratio 0.540%
  • Net Expense Ratio —
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2065
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.08%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis LFTMX

Will LFTMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LFTMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LFTMX 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 LFTMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Effectively leans into active management.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

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.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings LFTMX

More LFTMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Blended Research Intl Eq R6

11.15 7M
—

MFS Blended Research Mid Cap Eq R6

9.95 6M
—

MFS Blended Research Value Equity R6

5.47 3M
—

MFS Value R6

5.46 3M
—

MFS Global Real Estate R6

5.45 3M
—

MFS Commodity Strategy R6

5.25 3M
—

MFS Blended Research Growth Eq R6

5.25 3M
—

MFS Growth R6

5.24 3M
—

MFS Mid Cap Growth R6

5.08 3M
—

MFS Mid Cap Value R6

4.95 3M
—

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