MFS Lifetime 2065 Fund R4 (LFTMX)
10.99
-0.03
(-0.27%)
USD |
Mar 19 2026
LFTMX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 3.08% |
| Stock | 87.43% |
| Bond | 9.19% |
| Convertible | 0.00% |
| Preferred | 0.11% |
| Other | 0.19% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 68.19% |
|---|---|
|
North America
|
65.85% |
| Canada | 2.22% |
| United States | 63.63% |
|
Latin America
|
2.34% |
| Brazil | 0.58% |
| Chile | 0.01% |
| Mexico | 0.17% |
| Peru | 0.19% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.05% |
|---|---|
| United Kingdom | 4.78% |
|
Europe Developed
|
12.70% |
| Austria | 0.09% |
| Denmark | 0.26% |
| Finland | 0.09% |
| France | 2.53% |
| Germany | 1.54% |
| Greece | 0.23% |
| Ireland | 2.06% |
| Italy | 0.56% |
| Netherlands | 1.35% |
| Norway | 0.04% |
| Portugal | 0.15% |
| Spain | 0.51% |
| Sweden | 0.31% |
| Switzerland | 2.47% |
|
Europe Emerging
|
0.09% |
| Czech Republic | 0.01% |
| Poland | 0.01% |
| Russia | 0.00% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.49% |
| Israel | 0.14% |
| Qatar | 0.01% |
| Saudi Arabia | 0.06% |
| South Africa | 0.11% |
| United Arab Emirates | 0.16% |
| Greater Asia | 13.25% |
|---|---|
| Japan | 4.84% |
|
Australasia
|
1.41% |
| Australia | 1.35% |
|
Asia Developed
|
4.23% |
| Hong Kong | 0.94% |
| Singapore | 0.49% |
| South Korea | 1.20% |
| Taiwan | 1.53% |
|
Asia Emerging
|
2.76% |
| China | 1.44% |
| India | 0.97% |
| Indonesia | 0.17% |
| Malaysia | 0.00% |
| Philippines | 0.04% |
| Thailand | 0.15% |
| Unidentified Region | 0.51% |
|---|
Bond Credit Quality Exposure
| AAA | 7.29% |
| AA | 55.44% |
| A | 9.65% |
| BBB | 18.90% |
| BB | 1.79% |
| 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 | 3.15% |
| Not Available | 3.43% |
| Short Term | 0.00% |
As of January 31, 2026
Stock Sector Exposure
| Cyclical |
|
35.38% |
| Materials |
|
4.12% |
| Consumer Discretionary |
|
8.56% |
| Financials |
|
15.53% |
| Real Estate |
|
7.17% |
| Sensitive |
|
38.03% |
| Communication Services |
|
5.31% |
| Energy |
|
3.38% |
| Industrials |
|
12.19% |
| Information Technology |
|
17.13% |
| Defensive |
|
16.28% |
| Consumer Staples |
|
4.06% |
| Health Care |
|
9.06% |
| Utilities |
|
3.17% |
| Not Classified |
|
10.31% |
| Non Classified Equity |
|
0.29% |
| Not Classified - Non Equity |
|
10.02% |
As of January 31, 2026
Bond Sector Exposure
As of January 31, 2026
| Type | % Net |
|---|---|
| Government | 50.02% |
| Corporate | 29.62% |
| Securitized | 19.56% |
| Municipal | 0.32% |
| Other | 0.47% |
Bond Maturity Exposure
| Short Term |
|
17.47% |
| Less than 1 Year |
|
17.47% |
| Intermediate |
|
59.72% |
| 1 to 3 Years |
|
18.00% |
| 3 to 5 Years |
|
21.03% |
| 5 to 10 Years |
|
20.69% |
| Long Term |
|
22.37% |
| 10 to 20 Years |
|
11.37% |
| 20 to 30 Years |
|
8.43% |
| Over 30 Years |
|
2.57% |
| Other |
|
0.44% |
As of January 31, 2026