MFS Lifetime 2055 Fund R4 (LFIUX)
22.02
-0.16
(-0.72%)
USD |
Dec 31 2025
LFIUX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 3.32% |
| Stock | 87.35% |
| Bond | 8.89% |
| Convertible | 0.00% |
| Preferred | 0.10% |
| Other | 0.34% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 68.23% |
|---|---|
|
North America
|
66.42% |
| Canada | 2.27% |
| United States | 64.16% |
|
Latin America
|
1.80% |
| Brazil | 0.55% |
| Chile | 0.01% |
| Mexico | 0.17% |
| Peru | 0.15% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.87% |
|---|---|
| United Kingdom | 4.82% |
|
Europe Developed
|
12.50% |
| Austria | 0.14% |
| Denmark | 0.23% |
| Finland | 0.09% |
| France | 2.61% |
| Germany | 1.56% |
| Greece | 0.19% |
| Ireland | 2.09% |
| Italy | 0.36% |
| Netherlands | 1.36% |
| Norway | 0.06% |
| Portugal | 0.12% |
| Spain | 0.46% |
| Sweden | 0.31% |
| Switzerland | 2.18% |
|
Europe Emerging
|
0.08% |
| Czech Republic | 0.01% |
| Poland | 0.01% |
| Russia | 0.00% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.46% |
| Israel | 0.13% |
| Qatar | 0.01% |
| Saudi Arabia | 0.06% |
| South Africa | 0.10% |
| United Arab Emirates | 0.16% |
| Greater Asia | 13.40% |
|---|---|
| Japan | 4.78% |
|
Australasia
|
1.34% |
| Australia | 1.29% |
|
Asia Developed
|
4.54% |
| Hong Kong | 1.04% |
| Singapore | 0.45% |
| South Korea | 1.21% |
| Taiwan | 1.77% |
|
Asia Emerging
|
2.74% |
| China | 1.47% |
| India | 0.94% |
| Indonesia | 0.16% |
| Malaysia | 0.00% |
| Philippines | 0.03% |
| Thailand | 0.13% |
| Unidentified Region | 0.50% |
|---|
Bond Credit Quality Exposure
| AAA | 7.04% |
| AA | 55.38% |
| A | 9.60% |
| BBB | 18.35% |
| BB | 2.06% |
| B | 0.34% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 3.95% |
| Not Available | 3.27% |
| Short Term | 0.00% |
As of November 30, 2025
Stock Sector Exposure
| Cyclical |
|
34.38% |
| Materials |
|
3.94% |
| Consumer Discretionary |
|
8.43% |
| Financials |
|
14.74% |
| Real Estate |
|
7.27% |
| Sensitive |
|
39.76% |
| Communication Services |
|
5.43% |
| Energy |
|
3.59% |
| Industrials |
|
12.35% |
| Information Technology |
|
18.39% |
| Defensive |
|
15.89% |
| Consumer Staples |
|
3.94% |
| Health Care |
|
8.62% |
| Utilities |
|
3.33% |
| Not Classified |
|
9.97% |
| Non Classified Equity |
|
0.23% |
| Not Classified - Non Equity |
|
9.74% |
As of November 30, 2025
Bond Sector Exposure
As of November 30, 2025
| Type | % Net |
|---|---|
| Government | 50.08% |
| Corporate | 29.37% |
| Securitized | 19.74% |
| Municipal | 0.35% |
| Other | 0.46% |
Bond Maturity Exposure
| Short Term |
|
16.81% |
| Less than 1 Year |
|
16.81% |
| Intermediate |
|
59.94% |
| 1 to 3 Years |
|
16.61% |
| 3 to 5 Years |
|
23.15% |
| 5 to 10 Years |
|
20.19% |
| Long Term |
|
22.48% |
| 10 to 20 Years |
|
12.03% |
| 20 to 30 Years |
|
7.86% |
| Over 30 Years |
|
2.59% |
| Other |
|
0.77% |
As of November 30, 2025