• 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

13.06 USD 0.03 0.23%

As of 09:29:30 ET on 04/22/2014.

Snapshot for MFS Lifetime 2020 Fund (MFLBX)

Year To Date: +1.48% 3-Month: +1.16% 3-Year: +6.18% 52-Week Range: 11.91 - 13.11
1-Month: +0.69% 1-Year: +7.90% 5-Year: +12.85% Beta vs SPX: 0.66

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  • MFLBX:US 13.06
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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 2014-04-22) 13.06
Assets (M) (on 2014-04-22) 353.65
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) 0.94

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: 02/28/2014
Name Position Value % of Total
MFS Research Bond Fund 4,866,946 52,806,365 15.212%
MFS Government Securities Fund 3,411,260 34,283,162 9.876%
MFS Inflation Adjusted Bond Fu 2,739,514 28,655,317 8.255%
MFS Growth Fund 332,964 23,457,299 6.757%
MFS Research Fund 627,494 23,380,428 6.735%
MFS Value Fund 702,644 23,327,773 6.720%
MFS Limited Maturity Fund 3,790,689 22,933,668 6.607%
MFS Mid Cap Growth Fund 1,204,710 17,612,862 5.074%
MFS Mid Cap Value Fund 872,968 17,564,117 5.060%
MFS Global Bond Fund 1,849,859 17,351,676 4.999%

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

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