MFS Lifetime 2035 Fund (LFEDX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LFEDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LFEDX
LFEDX charges 0.00% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LFEDX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LFEDX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | LFEDX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | LFEDX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | LFEDX vs PLWIX |
Best Risk-Adjusted Alternatives to LFEDX
LFEDX has a PortfoliosLab risk / return rank of 61. There are 405 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | LFEDX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LFEDX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LFEDX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LFEDX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | LFEDX vs URTRX |
Top Performing LFEDX Alternatives (YTD)
LFEDX is at 7.06% YTD. There are 388 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | LFEDX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LFEDX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | LFEDX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | LFEDX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | LFEDX vs FQLSX |
Lowest Volatility Alternatives to LFEDX
LFEDX has 7.60% 1-year volatility. There are 154 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | LFEDX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | LFEDX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LFEDX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | LFEDX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | LFEDX vs DRIQX |
Lowest Drawdown Alternatives to LFEDX
LFEDX has a 1-year max drawdown of -5.88%. There are 183 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | LFEDX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LFEDX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LFEDX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LFEDX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LFEDX vs PRMYX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 40 | 8.67% | — | Jan 1996 | LFEDX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 70 | 10.58% | — | May 2006 | LFEDX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 61 | 11.35% | — | Sep 2004 | LFEDX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 69 | 10.50% | — | Feb 1996 | LFEDX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -1.78% | — | Jan 1935 | LFEDX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 7 | 0.75% | — | Jun 2012 | LFEDX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 7 | 0.70% | — | Jul 1997 | LFEDX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 51 | 9.12% | — | — | LFEDX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 67 | 10.34% | — | Jan 1996 | LFEDX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 39 | 8.24% | — | Jul 1924 | LFEDX vs MITTX |
Often Compared With LFEDX
Investors most often compare LFEDX with FRQHX, FFSZX, FCTKX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LFEDX with Any Fund or Stock
Compare LFEDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LFEDX with funds that move differently
MFS Lifetime 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LFEDX.
Explore LFEDX Diversifiers