MFS Lifetime 2035 Fund Class R1
LFERX
NASDAQ
| Weiss Ratings | LFERX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LFERX-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 | LFERX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2035 Fund Class R1 | |||
| 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 | LFERX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.01% | |||
| Dividend | LFERX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.90% | |||
| Asset Allocation | LFERX-NASDAQ | Click to Compare |
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| Cash | -5.21% | |||
| Stock | 52.20% | |||
| U.S. Stock | 38.39% | |||
| Non-U.S. Stock | 13.81% | |||
| Bond | 51.83% | |||
| U.S. Bond | 41.14% | |||
| Non-U.S. Bond | 10.69% | |||
| Preferred | 0.17% | |||
| Convertible | 0.00% | |||
| Other Net | 1.01% | |||
| Price History | LFERX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.41% | |||
| 30-Day Total Return | 0.36% | |||
| 60-Day Total Return | -2.04% | |||
| 90-Day Total Return | -1.94% | |||
| Year to Date Total Return | 5.66% | |||
| 1-Year Total Return | 7.16% | |||
| 2-Year Total Return | 17.96% | |||
| 3-Year Total Return | 40.42% | |||
| 5-Year Total Return | 24.19% | |||
| Price | LFERX-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 | LFERX-NASDAQ | Click to Compare |
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| Nav | $19.20 | |||
| 1-Month Low NAV | $19.14 | |||
| 1-Month High NAV | $19.34 | |||
| 52-Week Low NAV | $17.77 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $19.75 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | LFERX-NASDAQ | Click to Compare |
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| Beta | 0.58 | |||
| Standard Deviation | 8.23 | |||
| Balance Sheet | LFERX-NASDAQ | Click to Compare |
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| Total Assets | 542.53M | |||
| Operating Ratios | LFERX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.50% | |||
| Turnover Ratio | 11.00% | |||
| Performance | LFERX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.72% | |||
| Last Bear Market Total Return | -12.15% | |||