MFS Lifetime 2035 Fund Class R2
LFESX
NASDAQ
| Weiss Ratings | LFESX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LFESX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (7), Ben Nastou (2), Erich Shigley (2) | |||
| Website | http://www.mfs.com | |||
| Fund Information | LFESX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2035 Fund Class R2 | |||
| 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 | LFESX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.31% | |||
| Dividend | LFESX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.98% | |||
| Asset Allocation | LFESX-NASDAQ | Click to Compare |
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| Cash | -3.34% | |||
| Stock | 55.21% | |||
| U.S. Stock | 40.20% | |||
| Non-U.S. Stock | 15.01% | |||
| Bond | 44.71% | |||
| U.S. Bond | 35.03% | |||
| Non-U.S. Bond | 9.68% | |||
| Preferred | 0.14% | |||
| Convertible | 0.00% | |||
| Other Net | 3.29% | |||
| Price History | LFESX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.30% | |||
| 30-Day Total Return | 1.23% | |||
| 60-Day Total Return | 1.23% | |||
| 90-Day Total Return | 1.08% | |||
| Year to Date Total Return | 12.38% | |||
| 1-Year Total Return | 9.94% | |||
| 2-Year Total Return | 25.12% | |||
| 3-Year Total Return | 40.75% | |||
| 5-Year Total Return | 41.63% | |||
| Price | LFESX-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 | LFESX-NASDAQ | Click to Compare |
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| Nav | $19.60 | |||
| 1-Month Low NAV | $19.04 | |||
| 1-Month High NAV | $19.72 | |||
| 52-Week Low NAV | $16.29 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.72 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | LFESX-NASDAQ | Click to Compare |
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| Beta | 0.69 | |||
| Standard Deviation | 9.50 | |||
| Balance Sheet | LFESX-NASDAQ | Click to Compare |
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| Total Assets | 642.56M | |||
| Operating Ratios | LFESX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.02% | |||
| Turnover Ratio | 14.00% | |||
| Performance | LFESX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.24% | |||
| Last Bear Market Total Return | -12.06% | |||