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  • 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

13.12 USD 0.04 0.30%

As of 09:29:30 ET on 01/30/2015.

Snapshot for MFS Lifetime 2020 Fund (MFLBX)

Year To Date: 0.00% 3-Month: -0.20% 3-Year: +7.14% 52-Week Range: 12.61 - 13.44
1-Month: 0.00% 1-Year: +4.43% 5-Year: +8.04% Beta vs SPX: 0.63

Mutual Fund Chart for MFLBX

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  • MFLBX:US 13.12
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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 2015-01-30) 13.12
Assets (M) (on 2015-01-30) 355.51
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 2014-12-29) 0.16
Dividend Yield (ttm) 1.25

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: 11/30/2014
Name Position Value % of Total
MFS Research Bond Fund 5,131,310 56,393,099 16.225%
MFS Government Securities Fund 3,430,551 34,854,400 10.028%
MFS Inflation Adjusted Bond Fu 3,039,033 31,879,454 9.172%
MFS Limited Maturity Fund 4,781,396 28,831,816 8.295%
MFS Growth Fund 295,614 22,138,536 6.369%
MFS Value Fund 615,646 22,101,687 6.359%
MFS Research Fund 541,989 22,010,179 6.333%
MFS High Income Fund 4,912,341 17,389,686 5.003%
MFS Global Bond Fund 1,899,652 17,362,824 4.995%
MFS Mid Cap Growth Fund 1,013,159 15,663,438 4.507%

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

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