LFTZX — MFS Lifetime 2070 Fund
Data updated: 2026-09-24
LFTZX — MFS Lifetime 2070 Fund. Money Market · $1.22M AUM · 0.41% expense ratio. Holdings, fees, performance and SEC filings.
LFTZX Fund Overview
LFTZX — MFS Lifetime 2070 Fund is a US mutual fund managed by Mfs Series Trust XII, categorised as Money Market. 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: Money Market
- Assets under management: $1.22M
- Ticker: LFTZX
- SEC CIK: 0001330967
- SEC series ID: S000104920
- Share class ID: C000275571
LFTZX Holdings
Top 10 holdings of MFS Lifetime 2070 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 | 11.25% |
| MFS Blended Research Mid Cap Equity Fund | 10.19% |
| MFS Blended Research Value Equity Fund | 5.67% |
| MFS Value Fund | 5.63% |
| MFS Global Real Estate Fund | 5.27% |
| MFS Mid Cap Value Fund | 5.10% |
| MFS Commodity Strategy Fund | 5.00% |
| MFS Blended Research Growth Equity Fund | 4.97% |
| MFS Growth Fund | 4.95% |
| MFS Mid Cap Growth Fund | 4.89% |
LFTZX Portfolio Allocation
Asset-class allocation of MFS Lifetime 2070 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.2% |
LFTZX Performance
Total returns for LFTZX (as of 2026-09-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 1.9% |
LFTZX Costs and Fees
LFTZX costs about $41 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.41%
- Gross expense ratio: 4.88%
LFTZX Debt Constituents
No individual debt constituents are reported in MFS Lifetime 2070 Fund's latest SEC N-PORT filing.
LFTZX Prospectus and SEC Filings
Official MFS Lifetime 2070 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Money Market 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.