LFIKX

About LFIKX

MFS Lifetime 2055 Fund Class R6 is a target-date mutual fund designed for investors planning to retire around 2055. Its primary goal is to deliver a high level of total return consistent with a shifting asset allocation that emphasizes growth in the early years and progressively reduces risk as the target date approaches. The fund invests mainly in a diversified mix of underlying MFS mutual funds, providing broad exposure across equities, fixed income, and other asset classes, and is professionally rebalanced to maintain its glide path over time. The strategy features disciplined, active risk management at both the underlying fund level and the overall portfolio level. Equity exposures span major sectors, with notable weights in financials, information technology, and industrials among others, reflecting a globally diversified approach to growth while incorporating income-oriented assets later in the lifecycle. Class R6 shares are designed for eligible investors without a sales charge, aligning the share class with retirement plan platforms and institutional pricing structures. Established in 2012, the fund serves as a convenient, single-fund solution for long-horizon retirement savers seeking a dynamic allocation that becomes more conservative over time.