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Nasdaq - Delayed Quote USD

MFS Lifetime 2055 Fund (LFISX)

19.23
+0.04
+(0.21%)
At close: 8:01:26 PM EDT
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  • Previous Close 19.19
  • YTD Return -0.20%
  • Expense Ratio 1.08%
  • Category Target-Date 2055
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 377.83M
  • Beta (5Y Monthly) 1.22
  • Yield 2.03%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.41
  • Inception Date Aug 29, 2016

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

377.83M

Net Assets

2016-08-29

Inception Date

More about MFS Lifetime 2055 Fund

Performance Overview: LFISX

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Trailing returns as of 4/15/2025. Category is Target-Date 2055.

YTD Return

LFISX
0.20%
Category
12.13%
 

1-Year Return

LFISX
4.60%
Category
37.63%
 

3-Year Return

LFISX
5.07%
Category
13.82%
 

5-Year Return

LFISX
13.49%
Category
13.76%
 

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MLFGX MFS Lifetime 2040 R2
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MLLGX MFS Lifetime Income R2
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MLTGX MFS Lifetime 2030 R2
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Holdings: LFISX

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Sector Weightings

SectorLFISX
Technology   18.46%
Financial Services   17.38%
Industrials   13.40%
Healthcare   10.01%
Real Estate   8.63%
Consumer Cyclical   8.61%
Communication Services   6.01%
Consumer Defensive   5.74%
Basic Materials   4.50%
Energy   4.08%
Utilities   3.18%
View More

Recent News: LFISX

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Research Reports: LFISX

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