MFS Lifetime 2055 Fund C (LFICX)
24.44
+0.07
(+0.29%)
USD |
Aug 25 2026
LFICX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 2.89% |
| Stock | 87.87% |
| Bond | 8.98% |
| Convertible | 0.00% |
| Preferred | 0.12% |
| Other | 0.14% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 69.18% |
|---|---|
|
North America
|
66.65% |
| Canada | 2.10% |
| United States | 64.55% |
|
Latin America
|
2.53% |
| Brazil | 0.54% |
| Mexico | 0.17% |
| Peru | 0.19% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.58% |
|---|---|
| United Kingdom | 4.45% |
|
Europe Developed
|
11.68% |
| Belgium | 0.05% |
| Denmark | 0.27% |
| Finland | 0.02% |
| France | 2.43% |
| Germany | 1.34% |
| Greece | 0.13% |
| Ireland | 1.84% |
| Italy | 0.61% |
| Netherlands | 1.41% |
| Norway | 0.10% |
| Portugal | 0.12% |
| Spain | 0.52% |
| Sweden | 0.32% |
| Switzerland | 2.03% |
|
Europe Emerging
|
0.09% |
| Czech Republic | 0.01% |
| Poland | 0.00% |
| Russia | 0.00% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.36% |
| Israel | 0.10% |
| Qatar | 0.01% |
| Saudi Arabia | 0.06% |
| South Africa | 0.07% |
| United Arab Emirates | 0.11% |
| Greater Asia | 13.60% |
|---|---|
| Japan | 4.58% |
|
Australasia
|
1.21% |
| Australia | 1.16% |
|
Asia Developed
|
5.61% |
| Hong Kong | 0.76% |
| Singapore | 0.79% |
| South Korea | 1.77% |
| Taiwan | 2.25% |
|
Asia Emerging
|
2.19% |
| China | 1.19% |
| India | 0.75% |
| Indonesia | 0.13% |
| Malaysia | 0.00% |
| Philippines | 0.03% |
| Thailand | 0.08% |
| Unidentified Region | 0.64% |
|---|
Bond Credit Quality Exposure
| AAA | 8.79% |
| AA | 51.29% |
| A | 9.57% |
| BBB | 20.87% |
| BB | 1.36% |
| B | 0.48% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 2.87% |
| Not Available | 4.77% |
| Short Term | 0.00% |
As of June 30, 2026
Stock Sector Exposure
| Cyclical |
|
32.82% |
| Materials |
|
4.35% |
| Consumer Discretionary |
|
7.84% |
| Financials |
|
13.52% |
| Real Estate |
|
7.12% |
| Sensitive |
|
42.32% |
| Communication Services |
|
5.08% |
| Energy |
|
3.69% |
| Industrials |
|
12.70% |
| Information Technology |
|
20.85% |
| Defensive |
|
14.71% |
| Consumer Staples |
|
3.36% |
| Health Care |
|
8.43% |
| Utilities |
|
2.92% |
| Not Classified |
|
0.30% |
| Non Classified Equity |
|
0.30% |
As of June 30, 2026
Bond Sector Exposure
As of June 30, 2026
| Type | % Net |
|---|---|
| Government | 45.55% |
| Corporate | 31.23% |
| Securitized | 22.23% |
| Municipal | 0.44% |
| Other | 0.55% |
Bond Maturity Exposure
| Short Term |
|
11.76% |
| Less than 1 Year |
|
11.76% |
| Intermediate |
|
61.64% |
| 1 to 3 Years |
|
23.06% |
| 3 to 5 Years |
|
19.27% |
| 5 to 10 Years |
|
19.31% |
| Long Term |
|
26.03% |
| 10 to 20 Years |
|
12.70% |
| 20 to 30 Years |
|
9.68% |
| Over 30 Years |
|
3.66% |
| Other |
|
0.56% |
As of June 30, 2026