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MFS Lifetime 2035 B (LFEBX)

17.52 -0.02 (-0.11%)
At close: 8:00 PM EDT
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  • Previous Close 17.54
  • YTD Return 5.12%
  • Expense Ratio 0.80%
  • Category Target-Date 2035
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 615.78M
  • Beta (5Y Monthly) 1.09
  • Yield 0.90%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.16
  • Inception Date Aug 29, 2016

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2035. MFS invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS

Fund Family

Target-Date 2035

Fund Category

615.78M

Net Assets

2016-08-29

Inception Date

More about MFS Lifetime 2035 B

Performance Overview: LFEBX

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Trailing returns as of 6/28/2024. Category is Target-Date 2035.

YTD Return

LFEBX
5.12%
Category
9.49%
 

1-Year Return

LFEBX
15.85%
Category
29.95%
 

3-Year Return

LFEBX
2.20%
Category
12.29%
 

5-Year Return

LFEBX
8.01%
Category
12.13%
 

Holdings: LFEBX

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Top 10 Holdings (54.76% of Total Assets)

SymbolCompany% Assets
BMSYX
MFS Blended Research Mid Cap Eq R6 7.54%
BRXVX
MFS Blended Research Intl Eq R6 6.75%
MFGKX
MFS Government Securities R6 6.69%
MRBKX
MFS Total Return Bond R6 6.60%
MIAKX
MFS Inflation-Adjusted Bond R6 6.33%
MGBOX
MFS Global Opportunistic Bd R6 4.41%
MEIKX
MFS Value R6 4.27%
BRUNX
MFS Blended Research Value Equity R6 4.26%
MHIKX
MFS High Income R6 3.97%
BRWVX
MFS Blended Research Growth Eq R6 3.94%

Sector Weightings

SectorLFEBX
Technology   18.66%
Financial Services   15.14%
Industrials   14.07%
Healthcare   11.45%
Consumer Cyclical   8.74%
Real Estate   8.28%
Communication Services   5.44%
Consumer Defensive   5.35%
Basic Materials   4.91%
Energy   4.74%
Utilities   3.22%
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Recent News: LFEBX

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Research Reports: LFEBX

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FTUCX Fidelity Advisor Telecommunications C
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FTUAX Fidelity Advisor Telecommunications A
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FTUIX Fidelity Advisor Telecommunications I
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MMEYX Victory Integrity Discovery Fund
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MMMMX Victory Integrity Discovery Fund
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MMECX Victory Integrity Discovery Fund
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MMEAX Victory Integrity Discovery Fund
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BRSVX Bridgeway Small-Cap Value
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FFSIX Fidelity Advisor Financials I
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WBVRX William Blair Small Cap Value R6
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WBVNX William Blair Small Cap Value N
29.17
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FAFDX Fidelity Advisor Financials A
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LFVCX Lord Abbett Focused Small Cap Value C
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LMVYX Lord Abbett Focused Small Cap Value I
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LFVAX Lord Abbett Focused Small Cap Value A
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FAFSX Fidelity Advisor Financials M
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LMVWX Lord Abbett Focused Small Cap Value R6
29.07
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LMVOX Lord Abbett Focused Small Cap Value F3
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LFSFX Lord Abbett Focused Small Cap Value F
29.14
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ICSCX William Blair Small Cap Value I
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AXVIX Acclivity Small Cap Value I
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HIMDX Hennessy Cornerstone Mid Cap 30 Instl
25.45
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HULEX Huber Select Large Cap Value Instl
31.81
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HULIX Huber Select Large Cap Value Inv
31.83
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UBVLX Undiscovered Managers Behavioral Val L
81.16
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UBVFX Undiscovered Managers Behavioral Val R6
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UBVSX Undiscovered Managers Behavioral Val I
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UBVRX Undiscovered Managers Behavioral Val R2
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UBVAX Undiscovered Managers Behavioral Val A
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80.40
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SEIRX SEI Real Estate I (SIMT)
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VSTCX Vanguard Strategic Small-Cap Equity Inv
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