MFS Lifetime 2065 Fund (LFTHX) 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 LFTHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LFTHX
LFTHX 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 2045 Fund | 0.01% | — | Feb 2008 | LFTHX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LFTHX vs PTDIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LFTHX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LFTHX vs PLTZX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LFTHX vs PMTIX |
Best Risk-Adjusted Alternatives to LFTHX
LFTHX has a PortfoliosLab risk / return rank of 52. There are 557 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | LFTHX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | LFTHX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | LFTHX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | LFTHX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LFTHX vs FRAMX |
Top Performing LFTHX Alternatives (YTD)
LFTHX is at 11.38% YTD. There are 203 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | LFTHX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LFTHX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LFTHX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LFTHX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | LFTHX vs FWLSX |
Lowest Volatility Alternatives to LFTHX
LFTHX has 11.14% 1-year volatility. There are 370 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | LFTHX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LFTHX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LFTHX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LFTHX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | LFTHX vs FIKFX |
Lowest Drawdown Alternatives to LFTHX
LFTHX has a 1-year max drawdown of -8.32%. There are 381 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 | LFTHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LFTHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LFTHX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LFTHX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | LFTHX vs FRQKX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 14 | 4.58% | — | Jan 1996 | LFTHX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.49% | — | May 2006 | LFTHX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 41 | 9.42% | — | Feb 1996 | LFTHX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 9.55% | — | Sep 2004 | LFTHX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -1.61% | — | Jan 1935 | LFTHX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.83% | — | Jun 2012 | LFTHX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.78% | — | Jul 1997 | LFTHX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 5.42% | — | — | LFTHX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 40 | 9.27% | — | Jan 1996 | LFTHX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | 8.81% | — | Jul 1924 | LFTHX vs MITTX |
Often Compared With LFTHX
Investors most often compare LFTHX with SWYOX, SCHB, FYTKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare LFTHX with Any Fund or Stock
Compare LFTHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LFTHX with funds that move differently
MFS Lifetime 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LFTHX.
Explore LFTHX Diversifiers