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MFS Lifetime 2055 Fund Class B (LFIBX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 17, 2026

MFS Lifetime 2055 Fund Class B is a target-date retirement fund that invests in a diversified portfolio of MFS underlying mutual funds. The fund gradually shifts its asset allocation from equities toward fixed income and cash as it approaches its 2055 target retirement date, aiming for a combination of capital appreciation and current income.

Looking to diversify beyond LFIBX? The mutual funds below have the lowest correlation with LFIBX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from LFIBX.

Best Diversifiers for LFIBX

0 mutual funds have low correlation with LFIBX (below 0.3), 0 of which are negatively correlated. The least correlated is MFS Value Fund (MEIKX) (Large Cap Value Equities) with a 1Y correlation of 0.69, down from 0.84 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
MEIKX
MFS Value Fund0.690.760.84
53
Large Cap Value EquitiesLFIBX vs MEIKX
MEIIX
MFS Value Fund Class I0.700.760.84
52
Large Cap Value EquitiesLFIBX vs MEIIX

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Diversification Analysis

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