Nasdaq - Delayed Quote USD

MFS Lifetime 2065 R2 (LFTKX)

10.45 +0.09 (+0.87%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Northwestern Mutual Investment Services, Llc
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Fidelity Advisor 401(k) A Shares
  • NM WMC
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Target-Date 2065+
Fund Family MFS
Net Assets 22.06M
YTD Return 13.37%
Yield 1.09%
Morningstar Rating --
Inception Date Sep 01, 2021

Performance & Risk

YTD Return 15.47%
5y Average Return 0.00%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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