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 (8), Ben Nastou (3), Erich Shigley (3) | |||
| 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) | 1.90% | |||
| Asset Allocation | LFESX-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 | LFESX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.40% | |||
| 30-Day Total Return | 0.41% | |||
| 60-Day Total Return | -1.96% | |||
| 90-Day Total Return | -1.81% | |||
| Year to Date Total Return | 6.22% | |||
| 1-Year Total Return | 7.80% | |||
| 2-Year Total Return | 19.30% | |||
| 3-Year Total Return | 42.75% | |||
| 5-Year Total Return | 27.46% | |||
| 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 | $19.45 | |||
| 1-Month Low NAV | $19.38 | |||
| 1-Month High NAV | $19.59 | |||
| 52-Week Low NAV | $17.93 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $19.99 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | LFESX-NASDAQ | Click to Compare |
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| Beta | 0.58 | |||
| Standard Deviation | 8.24 | |||
| Balance Sheet | LFESX-NASDAQ | Click to Compare |
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| Total Assets | 542.53M | |||
| Operating Ratios | LFESX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 11.00% | |||
| Performance | LFESX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.23% | |||
| Last Bear Market Total Return | -12.06% | |||