LFIKX — MFS Lifetime 2055 Fund
Data updated: 2026-07-13
LFIKX — MFS Lifetime 2055 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $453.12M AUM · 0.43% expense ratio · 25.0% 1-yr return. From SEC regulatory filings.
LFIKX Fund Overview
LFIKX — MFS Lifetime 2055 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: $453.12M
- 1-year return: 25.0%
- Ticker: LFIKX
- SEC CIK: 0001330967
- SEC series ID: S000038776
- Share class ID: C000173233
LFIKX Holdings
Top 10 holdings of MFS Lifetime 2055 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| MFS Blended Research International Equity Fund | 11.14% |
| MFS Blended Research Mid Cap Equity Fund | 10.07% |
| MFS Blended Research Value Equity Fund | 5.53% |
| MFS Value Fund | 5.44% |
| MFS Growth Fund | 5.28% |
| MFS Blended Research Growth Equity Fund | 5.22% |
| MFS Mid Cap Growth Fund | 5.03% |
| MFS Commodity Strategy Fund | 5.03% |
| MFS Global Real Estate Fund | 5.02% |
| MFS Mid Cap Value Fund | 4.95% |
LFIKX Portfolio Allocation
Asset-class allocation of MFS Lifetime 2055 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
LFIKX Performance
Total returns for LFIKX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 7.2% |
| 1 year | 25.0% |
| 3 years (annualised) | 16.1% |
| 5 years (annualised) | 8.9% |
LFIKX Risk Information
Risk metrics for LFIKX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 11.1%
LFIKX Costs and Fees
LFIKX costs about $43 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.43%
- Gross expense ratio: 0.68%
- Portfolio turnover: 15%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
LFIKX Cashflows
Over the 12 months to 2026-04, MFS Lifetime 2055 Fund had net inflows of $6.77M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | $1.21M |
| 2026-03 | −$13.48M |
| 2026-02 | −$3.81M |
| 2026-01 | −$1.41M |
| 2025-12 | $30.56M |
| 2025-11 | −$5.39M |
LFIKX Debt Constituents
No individual debt constituents are reported in MFS Lifetime 2055 Fund's latest SEC N-PORT filing.
LFIKX Prospectus and SEC Filings
Official MFS Lifetime 2055 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.