LFTLX

About LFTLX

MFS Lifetime 2065 Fund – Class R3 is a target-date mutual fund designed for investors planning to retire around 2065. It aims for a high level of total return aligned with a long-dated glide path, emphasizing capital growth in the early decades and gradually shifting toward risk mitigation as the target date approaches. The fund invests primarily in a diversified mix of underlying MFS funds across global equities, fixed income, real assets, and commodities, providing broad exposure and systematic rebalancing within a single allocation vehicle. Its sector exposure within equities spans information technology, financials, industrials, consumer sectors, and others, reflecting a globally diversified equity core complemented by bond and inflation-sensitive sleeves as the glide path progresses. The strategy is actively overseen by an experienced MFS quantitative team with multi-decade tenure, applying disciplined risk management at both the underlying-fund and asset-allocation levels. Positioned within the target-date category, MFS Lifetime 2065 Fund – Class R3 serves as a comprehensive, professionally managed solution for long-horizon retirement savers seeking an evolving allocation that becomes more conservative over time.