• Fund Type: Fund of Funds
  • Objective: Target 2016-2020
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

MFS Lifetime 2020 Fund

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MFLBX:US

13.28 USD 0.01 0.08%

As of 09:29:30 ET on 09/17/2014.

Snapshot for MFS Lifetime 2020 Fund (MFLBX)

Year To Date: +3.19% 3-Month: 0.00% 3-Year: +8.51% 52-Week Range: 12.47 - 13.42
1-Month: -0.23% 1-Year: +7.09% 5-Year: +8.31% Beta vs SPX: 0.65

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  • MFLBX:US 13.28
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Fund Profile & Information for MFLBX

MFS Lifetime 2020 Fund is an open-end fund incorporated in the USA. The Fund's objective is a high level of total return. The Fund invests in a mix of underlying funds with the following target asset class allocations: U.S. Stock Funds -- 60%, International Stock Funds -- 20%, Bond Funds -- 20%.

Inception Date: 09-29-2005 Telephone: 1-617-954-5000
Managers: JOSEPH C FLAHERTY JR
Web Site: www.mfs.com

Fundamentals for MFLBX

NAV (on 2014-09-17) 13.28
Assets (M) (on 2014-09-17) 356.59
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 0.00

Dividends for MFLBX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-27) 0.12
Dividend Yield (ttm) 0.93

Fees & Expenses for MFLBX

Front Load 0.00
Back Load 4.00
Current Mgmt Fee 0.00
Redemption Fee 0.00
12b1 Fee 1.00
Expense Ratio 1.00

Top Fund Holdings for MFLBX

Filing Date: 07/31/2014
Name Position Value % of Total
MFS Research Bond Fund 5,110,614 55,807,905 15.365%
MFS Government Securities Fund 3,507,133 35,246,691 9.704%
MFS Inflation Adjusted Bond Fu 2,909,834 31,135,221 8.572%
MFS Limited Maturity Fund 4,481,551 27,023,750 7.440%
MFS Research Fund 600,279 22,792,603 6.275%
MFS Value Fund 675,737 22,792,603 6.275%
MFS Growth Fund 327,951 22,792,603 6.275%
MFS High Income Fund 4,909,010 17,623,346 4.852%
MFS Global Bond Fund 1,833,855 17,623,346 4.852%
MFS Mid Cap Growth Fund 1,159,241 16,565,559 4.561%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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