MFS Lifetime 2055 Fund Class B
LFIBX
NASDAQ
| Weiss Ratings | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.05% | |||
| Dividend | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.98% | |||
| Asset Allocation | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -3.01% | |||
| Stock | 87.76% | |||
| U.S. Stock | 56.54% | |||
| Non-U.S. Stock | 31.22% | |||
| Bond | 10.01% | |||
| U.S. Bond | 8.94% | |||
| Non-U.S. Bond | 1.07% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 5.19% | |||
| Price History | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.80% | |||
| 30-Day Total Return | -2.91% | |||
| 60-Day Total Return | -2.91% | |||
| 90-Day Total Return | -0.27% | |||
| Year to Date Total Return | 0.36% | |||
| 1-Year Total Return | 19.08% | |||
| 2-Year Total Return | 21.29% | |||
| 3-Year Total Return | 42.83% | |||
| 5-Year Total Return | 40.09% | |||
| Price | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $21.95 | |||
| 1-Month Low NAV | $21.24 | |||
| 1-Month High NAV | $22.68 | |||
| 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) | Feb 26, 2026 | |||
| Beta / Standard Deviation | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.84 | |||
| Standard Deviation | 11.08 | |||
| Balance Sheet | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 420.34M | |||
| Operating Ratios | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.57% | |||
| Turnover Ratio | 15.00% | |||
| Performance | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.82% | |||
| Last Bear Market Total Return | -13.32% | |||