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 (8), Ben Nastou (3), Erich Shigley (3) | |||
| 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 | 0.95% | |||
| Dividend | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.95% | |||
| Asset Allocation | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.44% | |||
| Stock | 88.48% | |||
| U.S. Stock | 57.76% | |||
| Non-U.S. Stock | 30.72% | |||
| Bond | 9.37% | |||
| U.S. Bond | 8.20% | |||
| Non-U.S. Bond | 1.17% | |||
| Preferred | 0.06% | |||
| Convertible | 0.00% | |||
| Other Net | 1.65% | |||
| Price History | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.57% | |||
| 30-Day Total Return | -1.57% | |||
| 60-Day Total Return | -0.77% | |||
| 90-Day Total Return | 0.78% | |||
| Year to Date Total Return | 11.38% | |||
| 1-Year Total Return | 12.27% | |||
| 2-Year Total Return | 26.09% | |||
| 3-Year Total Return | 61.81% | |||
| 5-Year Total Return | 45.90% | |||
| 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 | $24.36 | |||
| 1-Month Low NAV | $24.21 | |||
| 1-Month High NAV | $24.99 | |||
| 52-Week Low NAV | $21.24 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $25.17 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.78 | |||
| Standard Deviation | 10.76 | |||
| Balance Sheet | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 406.78M | |||
| Operating Ratios | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.54% | |||
| Turnover Ratio | 10.00% | |||
| Performance | LFIBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.10% | |||
| Last Bear Market Total Return | -13.32% | |||