LFIBX

About LFIBX

MFS Lifetime 2055 Fund Class B is a target-date mutual fund designed for investors planning to retire around 2055. Its primary objective is to deliver a high level of total return aligned with a long-dated glide path, emphasizing capital growth in the early years and gradually shifting toward income and risk mitigation as the target date approaches. The fund invests across a diversified mix of underlying MFS funds, employing active risk management and periodic rebalancing to maintain its strategic allocation over time. It belongs to the Target-Date 2055 category, where allocations are systematically adjusted to more conservative mixes as retirement nears. The strategy is overseen by an experienced quantitative team with established succession planning, reflecting a team-managed approach to asset allocation and risk oversight. Launched in 2012, the series uses the Standard & Poor’s 500 Stock Index as a broad market benchmark reference for context, while maintaining a diversified multi-asset portfolio beyond U.S. equities. This fund serves as a single-fund retirement solution, offering convenient, professionally managed exposure that evolves with an investor’s lifecycle.