MFS Lifetime 2055 Fund (LFIIX) Alternatives
MFS Lifetime 2055 Fund (LFIIX) 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 LFIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LFIIX
LFIIX charges 0.00% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among LFIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | LFIIX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | LFIIX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | LFIIX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | LFIIX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | LFIIX vs FCQTX |
Best Risk-Adjusted Alternatives to LFIIX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | LFIIX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | LFIIX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | LFIIX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | LFIIX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | LFIIX vs FRHMX |
Top Performing LFIIX Alternatives (YTD)
LFIIX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | LFIIX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | LFIIX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | LFIIX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | LFIIX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | LFIIX vs FYTKX |
Lowest Volatility Alternatives to LFIIX
LFIIX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | LFIIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | LFIIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | LFIIX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | LFIIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | LFIIX vs FIRMX |
Lowest Drawdown Alternatives to LFIIX
LFIIX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | LFIIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | LFIIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | LFIIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | LFIIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | LFIIX vs FRHMX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | LFIIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | LFIIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | LFIIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | LFIIX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | LFIIX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | LFIIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | LFIIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | LFIIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | LFIIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | LFIIX vs MEIAX |
Often Compared With LFIIX
What investors most often compare with LFIIX, based on PortfoliosLab usage data.
Compare LFIIX with Any Fund or Stock
Compare LFIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.