MFS Lifetime 2055 FundLFIUX
Type
Mutual fund
Peer group
Target-date
Net assets
$453.1M
Expense ratio
0.57%
1-year return
+24.7%
3 years, a year
+15.9%
5 years, a year
+8.7%
Holdings
24
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 Blended Research International Equity Fund | 11.14% |
| MFS Blended Research Mid Cap Equity Fund | 10.07% |
| MFS Blended Research Value Equity Fund | 5.53% |
| MFS Value Fund | 5.44% |
| MFS Growth Fund | 5.28% |
| MFS Blended Research Growth Equity Fund | 5.22% |
| MFS Mid Cap Growth Fund | 5.03% |
| MFS Commodity Strategy Fund | 5.03% |
| MFS Global Real Estate Fund | 5.03% |
| MFS Mid Cap Value Fund | 4.95% |
More on LFIUX.
- LFIUX overview
- LFIUX holdings
- LFIUX risk
- LFIUX costs
- LFIUX money in and out
- LFIUX share classes
- Compare LFIUX 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.