MFS Lifetime 2055 Fund Class I
LFIIX
NASDAQ
| Weiss Ratings | LFIIX-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 | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Joseph C. Flaherty (12), Natalie I. Shapiro (6), Benjamin R. Nastou (1), 1 other | |||
| Website | http://www.mfs.com | |||
| Fund Information | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Lifetime 2055 Fund Class I | |||
| 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 | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.51% | |||
| Dividend | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.33% | |||
| Asset Allocation | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -1.13% | |||
| Stock | 86.66% | |||
| U.S. Stock | 56.40% | |||
| Non-U.S. Stock | 30.26% | |||
| Bond | 8.77% | |||
| U.S. Bond | 7.75% | |||
| Non-U.S. Bond | 1.02% | |||
| Preferred | 0.08% | |||
| Convertible | 0.00% | |||
| Other Net | 5.62% | |||
| Price History | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.52% | |||
| 30-Day Total Return | 0.64% | |||
| 60-Day Total Return | -0.24% | |||
| 90-Day Total Return | -1.97% | |||
| Year to Date Total Return | 1.60% | |||
| 1-Year Total Return | 8.79% | |||
| 2-Year Total Return | 28.61% | |||
| 3-Year Total Return | 26.92% | |||
| 5-Year Total Return | 82.70% | |||
| Price | LFIIX-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 | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $20.31 | |||
| 1-Month Low NAV | $17.96 | |||
| 1-Month High NAV | $20.31 | |||
| 52-Week Low NAV | $17.96 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.84 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 15.07 | |||
| Balance Sheet | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 381.80M | |||
| Operating Ratios | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.58% | |||
| Turnover Ratio | 7.00% | |||
| Performance | LFIIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.41% | |||
| Last Bear Market Total Return | -13.15% | |||