MFS Lifetime 2035 Fund Class I
LFEDX
NASDAQ
| Weiss Ratings | LFEDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | LFEDX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (8), Ben Nastou (3), Erich Shigley (3) | |||
| Website | http://www.mfs.com | |||
| Fund Information | LFEDX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2035 Fund Class I | |||
| Category | Target-Date 2035 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 02, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LFEDX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.88% | |||
| Dividend | LFEDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.81% | |||
| Asset Allocation | LFEDX-NASDAQ | Click to Compare |
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| Cash | -6.36% | |||
| Stock | 53.00% | |||
| U.S. Stock | 38.66% | |||
| Non-U.S. Stock | 14.34% | |||
| Bond | 52.10% | |||
| U.S. Bond | 41.26% | |||
| Non-U.S. Bond | 10.84% | |||
| Preferred | 0.16% | |||
| Convertible | 0.00% | |||
| Other Net | 1.11% | |||
| Price History | LFEDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.55% | |||
| 30-Day Total Return | -1.75% | |||
| 60-Day Total Return | 0.41% | |||
| 90-Day Total Return | 0.20% | |||
| Year to Date Total Return | 6.94% | |||
| 1-Year Total Return | 8.44% | |||
| 2-Year Total Return | 19.21% | |||
| 3-Year Total Return | 43.00% | |||
| 5-Year Total Return | 34.80% | |||
| Price | LFEDX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LFEDX-NASDAQ | Click to Compare |
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| Nav | $19.55 | |||
| 1-Month Low NAV | $19.48 | |||
| 1-Month High NAV | $19.96 | |||
| 52-Week Low NAV | $17.92 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $20.01 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | LFEDX-NASDAQ | Click to Compare |
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| Beta | 0.60 | |||
| Standard Deviation | 8.74 | |||
| Balance Sheet | LFEDX-NASDAQ | Click to Compare |
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| Total Assets | 618.61M | |||
| Operating Ratios | LFEDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.50% | |||
| Turnover Ratio | 11.00% | |||
| Performance | LFEDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.73% | |||
| Last Bear Market Total Return | -11.92% | |||