Nasdaq - Delayed Quote USD

MFS Lifetime 2055 B (LFIBX)

19.29 +0.11 (+0.57%)
At close: April 26 at 8:00 PM EDT
Key Events
Loading Chart for LFIBX
DELL
  • Previous Close 19.18
  • YTD Return 7.31%
  • Expense Ratio 1.08%
  • Category Target-Date 2055
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 367.52M
  • Beta (5Y Monthly) 1.26
  • Yield 0.40%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.08
  • Inception Date Nov 2, 2012

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2055. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS

Fund Family

Target-Date 2055

Fund Category

367.52M

Net Assets

2012-11-02

Inception Date

Performance Overview: LFIBX

Trailing returns as of 4/26/2024. Category is Target-Date 2055.

YTD Return

LFIBX
7.31%
Category
12.13%
 

1-Year Return

LFIBX
18.69%
Category
37.63%
 

3-Year Return

LFIBX
5.55%
Category
13.82%
 

5-Year Return

LFIBX
9.11%
Category
13.76%
 

Holdings: LFIBX

Top 10 Holdings (62.43% of Total Assets)

SymbolCompany% Assets
BRXVX
MFS Blended Research Intl Eq R6 10.94%
BMSYX
MFS Blended Research Mid Cap Eq R6 10.14%
BRUNX
MFS Blended Research Value Equity R6 5.54%
MEIKX
MFS Value R6 5.54%
BRWVX
MFS Blended Research Growth Eq R6 5.12%
MFEKX
MFS Growth R6 5.09%
MVCKX
MFS Mid Cap Value R6 5.06%
MGLRX
MFS Global Real Estate R6 5.04%
MCSRX
MFS Commodity Strategy R6 5.00%
OTCKX
MFS Mid Cap Growth R6 4.97%

Sector Weightings

SectorLFIBX
Technology   18.66%
Industrials   14.62%
Healthcare   11.23%
Real Estate   8.34%
Energy   4.22%
Utilities   2.88%

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