MFS Lifetime 2055 Fund Class R3
LFITX
NASDAQ
| Weiss Ratings | LFITX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | LFITX-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 | LFITX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2055 Fund Class R3 | |||
| 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 | LFITX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.95% | |||
| Dividend | LFITX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.11% | |||
| Asset Allocation | LFITX-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 | LFITX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.47% | |||
| 30-Day Total Return | 1.75% | |||
| 60-Day Total Return | 2.02% | |||
| 90-Day Total Return | 1.58% | |||
| Year to Date Total Return | 15.76% | |||
| 1-Year Total Return | 12.55% | |||
| 2-Year Total Return | 32.68% | |||
| 3-Year Total Return | 52.43% | |||
| 5-Year Total Return | 56.53% | |||
| Price | LFITX-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 | LFITX-NASDAQ | Click to Compare |
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| Nav | $23.13 | |||
| 1-Month Low NAV | $22.11 | |||
| 1-Month High NAV | $23.32 | |||
| 52-Week Low NAV | $17.94 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.32 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | LFITX-NASDAQ | Click to Compare |
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| Beta | 0.84 | |||
| Standard Deviation | 11.48 | |||
| Balance Sheet | LFITX-NASDAQ | Click to Compare |
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| Total Assets | 434.91M | |||
| Operating Ratios | LFITX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.82% | |||
| Turnover Ratio | 15.00% | |||
| Performance | LFITX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.27% | |||
| Last Bear Market Total Return | -13.21% | |||