Nasdaq - Delayed Quote USD

MFS Lifetime 2065 R2 (LFTKX)

10.45 +0.09 (+0.87%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 10.36
  • YTD Return 13.37%
  • Expense Ratio 1.09%
  • Category Target-Date 2065+
  • Last Cap Gain -1.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 22.06M
  • Beta (5Y Monthly) --
  • Yield 1.09%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend 0.11
  • Inception Date Sep 1, 2021

MFS (the investment adviser) invests substantially all of the fund’s assets in other MFS mutual funds. MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds’ assets in issuers in a single industry, sector, country, or region.

MFS

Fund Family

Target-Date 2065+

Fund Category

22.06M

Net Assets

2021-09-01

Inception Date

Performance Overview: LFTKX

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Trailing returns as of 9/25/2024. Category is Target-Date 2065+.

YTD Return

LFTKX
13.37%
Category
0.00%
 

1-Year Return

LFTKX
19.70%
Category
0.00%
 

3-Year Return

LFTKX
0.00%
Category
0.00%
 

5-Year Return

LFTKX
0.00%
Category
0.00%
 

Holdings: LFTKX

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Top 10 Holdings (62.79% of Total Assets)

SymbolCompany% Assets
BRXVX
BRXVX 11.09%
BMSYX
BMSYX 10.09%
MEIKX
MEIKX 5.55%
BRUNX
BRUNX 5.55%
MFEKX
MFEKX 5.17%
BRWVX
BRWVX 5.17%
MVCKX
MVCKX 5.04%
MGLRX
MGLRX 5.04%
OTCKX
OTCKX 5.04%
MCSRX
MCSRX 5.04%

Sector Weightings

SectorLFTKX
Technology   18.75%
Industrials   13.51%
Healthcare   11.20%
Real Estate   8.70%
Energy   4.33%
Utilities   2.99%

Recent News: LFTKX

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Research Reports: LFTKX

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