MFS Lifetime 2055 Fund R2 (LFISX)
24.32
-0.10
(-0.41%)
USD |
Sep 15 2026
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.50% | 409.65M | -- | 10.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -55.66M | 13.46% |
Basic Info
| Investment Strategy | |
| The Fund seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the Fund's name; thereafter the Fund will seek total return through a combination of current income and capital appreciation. The Fund invests substantially all of its assets in other MFS mutual funds. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2055 |
| Peer Group | Mixed-Asset Target 2055 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | MFS |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
40
-176.63M
Peer Group Low
260.00M
Peer Group High
1 Year
% Rank:
67
-55.66M
-1.304B
Peer Group Low
3.165B
Peer Group High
3 Months
% Rank:
79
-431.63M
Peer Group Low
918.45M
Peer Group High
3 Years
% Rank:
73
-1.315B
Peer Group Low
10.27B
Peer Group High
6 Months
% Rank:
79
-847.08M
Peer Group Low
1.932B
Peer Group High
5 Years
% Rank:
53
-1.646B
Peer Group Low
15.31B
Peer Group High
YTD
% Rank:
78
-979.84M
Peer Group Low
2.479B
Peer Group High
10 Years
% Rank:
54
-2.354B
Peer Group Low
18.69B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of September 16, 2026.
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.88% |
| Stock | 88.29% |
| Bond | 9.57% |
| Convertible | 0.00% |
| Preferred | 0.12% |
| Other | 0.14% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| MFS Blended Research International Equity Fund R6 | 11.36% | 20.42 | -0.83% |
| MFS Blended Research Mid Cap Equity Fund R6 | 9.95% | 17.43 | -0.23% |
| MFS Value Fund R6 | 5.49% | 53.90 | -0.48% |
| MFS Blended Research Value Equity Fund R6 | 5.49% | 19.48 | -0.36% |
| MFS Global Real Estate Fund R6 | 5.40% | 17.13 | -0.35% |
| MFS Commodity Strategy Fund R6 | 5.15% | 4.74 | 0.85% |
| MFS Blended Research Growth Equity Fund R6 | 5.14% | 29.81 | -0.33% |
| MFS Growth Fund R6 | 5.14% | 202.97 | -0.54% |
| MFS Mid Cap Growth Fund R6 | 4.99% | 28.26 | -0.91% |
| MFS Mid Cap Value Fund R6 | 4.95% | 35.44 | -0.42% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 0.50% |
| Actual Management Fee | -- |
| Administration Fee | 447.00 None |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | No |
| Available for RRSP | No |
| Purchase Details | |
| Open to New Investors | No |
| Minimum Initial Investment | 0.00 None |
| Minimum Subsequent Investment | 0.00 None |
TTM Distributions
| Type | Sep | Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Qualified Income
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Normal
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Qualified
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
LT Cap Gains
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Ordinary Income
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Non-Qual
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
ST Cap Gains
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Interest
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Tax-Exempt
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
ROC
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Other
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Total
|
-- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
As of August 31, 2026.
Basic Info
| Investment Strategy | |
| The Fund seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the Fund's name; thereafter the Fund will seek total return through a combination of current income and capital appreciation. The Fund invests substantially all of its assets in other MFS mutual funds. |
| General | |
| Security Type | Mutual Fund |
| Equity Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2055 |
| Peer Group | Mixed-Asset Target 2055 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | MFS |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (9-15-26) | 1.66% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 24 |
| Stock | |
| Weighted Average PE Ratio | 29.10 |
| Weighted Average Price to Sales Ratio | 6.582 |
| Weighted Average Price to Book Ratio | 7.723 |
| Weighted Median ROE | 52.65% |
| Weighted Median ROA | 11.52% |
| Return on Investment (TTM) | 18.40% |
| Earning Yield | 9.727 |
| LT Debt / Shareholders Equity | 0.9113 |
| Number of Equity Holdings | 0 |
| Bond | |
| Yield to Maturity (7-31-26) | 4.05% |
| Effective Duration | 3.60 |
| Average Coupon | 3.78% |
| Calculated Average Quality | 2.537 |
| Effective Maturity | 8.587 |
| Nominal Maturity | 8.818 |
| Number of Bond Holdings | 0 |
As of July 31, 2026
Growth Metrics
| EPS Growth (1Y) | 26.21% |
| EPS Growth (3Y) | 16.52% |
| EPS Growth (5Y) | 19.00% |
| Sales Growth (1Y) | 12.67% |
| Sales Growth (3Y) | 11.15% |
| Sales Growth (5Y) | 14.05% |
| Sales per Share Growth (1Y) | 18.33% |
| Sales per Share Growth (3Y) | 11.23% |
| Operating Cash Flow - Growth Rate (3Y) | 24.59% |
As of July 31, 2026
Fund Details
| Key Dates | |
| Inception Date | 11/2/2012 |
| Last Annual Report Date | 4/30/2026 |
| Last Prospectus Date | 8/28/2025 |
| Share Classes | |
| LFIAX | A |
| LFIBX | B |
| LFICX | C |
| LFIIX | Inst |
| LFIKX | Retirement |
| LFIRX | Retirement |
| LFITX | Retirement |
| LFIUX | Retirement |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | No |
| Leveraged Fund | -- |
| Fund of Funds |
|
| Currency Hedged Fund | -- |
| Socially Responsible Fund | No |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:LFISX", "name") |
| Broad Asset Class: =YCI("M:LFISX", "broad_asset_class") |
| Broad Category: =YCI("M:LFISX", "broad_category_group") |
| Prospectus Objective: =YCI("M:LFISX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |