• 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

13.34 USD 0.03 0.23%

As of 09:29:30 ET on 12/22/2014.

Snapshot for MFS Lifetime 2020 Fund (MFLBX)

Year To Date: +3.42% 3-Month: +0.15% 3-Year: +9.18% 52-Week Range: 12.61 - 13.44
1-Month: 0.00% 1-Year: +4.49% 5-Year: +7.87% Beta vs SPX: 0.62

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  • MFLBX:US 13.34
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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 2014-12-22) 13.34
Assets (M) (on 2014-12-22) 352.68
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) 0.92

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: 10/31/2014
Name Position Value % of Total
MFS Research Bond Fund 5,177,071 56,688,924 15.952%
MFS Government Securities Fund 3,492,003 35,339,066 9.944%
MFS Inflation Adjusted Bond Fu 3,041,379 31,873,657 8.969%
MFS Limited Maturity Fund 4,744,301 28,560,689 8.037%
MFS Growth Fund 315,963 22,942,049 6.456%
MFS Value Fund 656,080 22,923,447 6.450%
MFS Research Fund 579,067 22,907,875 6.446%
MFS High Income Fund 4,962,489 17,765,709 4.999%
MFS Global Bond Fund 1,899,725 17,572,458 4.945%
MFS Mid Cap Growth Fund 1,086,132 16,422,317 4.621%

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

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