MFS Lifetime 2035 FundLFETX
Type
Mutual fund
Peer group
Target-date
Net assets
$639.9M
Expense ratio
0.77%
1-year return
+17.0%
3 years, a year
+12.2%
5 years, a year
+6.4%
Holdings
29
What it aims to do.
The funds investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MFS Government Securities Fund | 9.72% |
| MFS Research Bond Fund | 9.36% |
| MFS Inflation Adjusted Bond Fund | 7.17% |
| MFS Blended Research Mid Cap Equity Fund | 6.83% |
| MFS Blended Research International Equity Fund | 6.09% |
| MFS Global Opportunistic Bond Fund | 5.08% |
| MFS Blended Research Value Equity Fund | 3.97% |
| MFS High Income Fund | 3.91% |
| MFS Value Fund | 3.91% |
| MFS Growth Fund | 3.67% |
More on LFETX.
- LFETX overview
- LFETX holdings
- LFETX risk
- LFETX costs
- LFETX money in and out
- LFETX share classes
- Compare LFETX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.