MFS Lifetime 2055 Fund Class B
LFIBX
NASDAQ
| Weiss Ratings | LFIBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | LFIBX-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 | LFIBX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2055 Fund Class B | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 02, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | LFIBX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.21% | |||
| Dividend | LFIBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.11% | |||
| Asset Allocation | LFIBX-NASDAQ | Click to Compare |
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| Cash | -2.12% | |||
| Stock | 87.57% | |||
| U.S. Stock | 57.10% | |||
| Non-U.S. Stock | 30.47% | |||
| Bond | 8.96% | |||
| U.S. Bond | 7.86% | |||
| Non-U.S. Bond | 1.10% | |||
| Preferred | 0.05% | |||
| Convertible | 0.00% | |||
| Other Net | 5.54% | |||
| Price History | LFIBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.48% | |||
| 30-Day Total Return | 1.72% | |||
| 60-Day Total Return | 1.90% | |||
| 90-Day Total Return | 1.45% | |||
| Year to Date Total Return | 14.93% | |||
| 1-Year Total Return | 11.72% | |||
| 2-Year Total Return | 30.74% | |||
| 3-Year Total Return | 49.13% | |||
| 5-Year Total Return | 50.77% | |||
| Price | LFIBX-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 | LFIBX-NASDAQ | Click to Compare |
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| Nav | $23.01 | |||
| 1-Month Low NAV | $22.00 | |||
| 1-Month High NAV | $23.20 | |||
| 52-Week Low NAV | $17.93 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.20 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | LFIBX-NASDAQ | Click to Compare |
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| Beta | 0.84 | |||
| Standard Deviation | 11.47 | |||
| Balance Sheet | LFIBX-NASDAQ | Click to Compare |
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| Total Assets | 434.91M | |||
| Operating Ratios | LFIBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.57% | |||
| Turnover Ratio | 15.00% | |||
| Performance | LFIBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.82% | |||
| Last Bear Market Total Return | -13.32% | |||