LFISX

About LFISX

MFS Lifetime 2055 Fund R2 Shares is a target-date mutual fund designed to deliver a high level of total return through a diversified, actively managed asset allocation that evolves as 2055 approaches. The strategy employs a progressive glide path, emphasizing equity exposure in the early years to pursue growth and gradually shifting toward fixed income and more conservative assets as the target date nears. The fund invests across a broad mix of underlying MFS funds, providing multi-asset diversification and systematic rebalancing within a single vehicle. It is overseen by a team-based quantitative management approach, with long-tenured leadership and defined risk management processes. Sector exposures within the equity sleeve span information technology, financials, industrials, and consumer-related industries, reflecting a globally diversified opportunity set. Fixed income characteristics of underlying holdings emphasize intermediate duration and broad issuer exposure to help moderate volatility over time. Established in 2012, the fund’s mandate and glide path are intended to align with the needs of investors planning to retire around 2055, transitioning from growth-oriented positioning to a focus on income and capital preservation as retirement approaches.