LFERX — MFS Lifetime 2035 Fund
Data updated: 2026-07-13
LFERX — MFS Lifetime 2035 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $639.89M AUM · 1.52% expense ratio · 16.0% 1-yr return. From SEC regulatory filings.
LFERX Fund Overview
LFERX — MFS Lifetime 2035 Fund is a US mutual fund managed by Mfs Series Trust XII, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Mfs Series Trust XII
- Category: Target Date / Glide Path Allocation
- Assets under management: $639.89M
- 1-year return: 16.0%
- Ticker: LFERX
- SEC CIK: 0001330967
- SEC series ID: S000038774
- Share class ID: C000119435
LFERX Holdings
Top 10 holdings of MFS Lifetime 2035 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| MFS Government Securities Fund | 9.72% |
| MFS Research Bond Fund | 9.36% |
| MFS Inflation Adjusted Bond Fund | 7.17% |
| MFS Blended Research Mid Cap Equity Fund | 6.83% |
| MFS Blended Research International Equity Fund | 6.09% |
| MFS Global Opportunistic Bond Fund | 5.08% |
| MFS Blended Research Value Equity Fund | 3.97% |
| MFS High Income Fund | 3.91% |
| MFS Value Fund | 3.91% |
| MFS Growth Fund | 3.67% |
LFERX Portfolio Allocation
Asset-class allocation of MFS Lifetime 2035 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.9% |
LFERX Performance
Total returns for LFERX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 4.0% |
| 1 year | 16.0% |
| 3 years (annualised) | 11.3% |
| 5 years (annualised) | 5.6% |
LFERX Risk Information
Risk metrics for LFERX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 7.7%
LFERX Costs and Fees
LFERX costs about $152 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.52%
- Gross expense ratio: 1.73%
- Portfolio turnover: 14%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
LFERX Cashflows
Over the 12 months to 2026-04, MFS Lifetime 2035 Fund had net outflows of $17.57M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | $3.65M |
| 2026-03 | −$18.19M |
| 2026-02 | −$9.25M |
| 2026-01 | −$7.65M |
| 2025-12 | $46.57M |
| 2025-11 | −$11.99M |
LFERX Debt Constituents
No individual debt constituents are reported in MFS Lifetime 2035 Fund's latest SEC N-PORT filing.
LFERX Prospectus and SEC Filings
Official MFS Lifetime 2035 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.