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 2035 A LFEAX
- NAV / 1-Day Return 18.58 / +0.27 %
- Total Assets 617.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.790%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.76%
- Turnover 24%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:53 PM GMT+0
Morningstar’s Analysis LFEAX
Will LFEAX 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 55.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
MFS Blended Research Mid Cap Eq R6 | 7.58 | 46.4 Mil | — |
MFS Government Securities R6 | 7.06 | 43.2 Mil | — |
MFS Total Return Bond R6 | 6.81 | 41.6 Mil | — |
MFS Blended Research Intl Eq R6 | 6.66 | 40.8 Mil | — |
MFS Inflation-Adjusted Bond R6 | 6.31 | 38.6 Mil | — |
MFS Global Opportunistic Bd R6 | 4.45 | 27.2 Mil | — |
MFS Value R6 | 4.29 | 26.2 Mil | — |
MFS Blended Research Value Equity R6 | 4.27 | 26.1 Mil | — |
MFS High Income R6 | 3.93 | 24.1 Mil | — |
MFS Blended Research Core Equity R6 | 3.88 | 23.8 Mil | — |