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MFS Lifetime 2020 Fund

MFLBX:US
NASDAQ GM
13.30
USD
0.01
0.08%
As of 9:29 AM EDT 7/25/2016
Fund Type
Fund of Funds
52Wk Range
12.13 - 13.32
1 Yr Return
2.88%
YTD Return
5.64%
Previous Close
13.31
52Wk Range
12.13 - 13.32
1 Yr Return
2.42%
YTD Return
5.64%
Fund Type
Fund of Funds
Objective
Target 2016-2020
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 07/25/2016)
13.3
Total Assets (m USD) (on 07/25/2016)
389.994
Inception Date
09/29/2005
Last Dividend (on 12/29/2015)
0.1261
Dividend Indicated Gross Yield
0.95%
Fund Managers
JOSEPH C FLAHERTY JR
Front Load Fee
0.00%
Back Load Fee
4.00%
Redemption Fee
0.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.00%
Expense Ratio
1.00%

Top Fund Holdings

Name Position Value % of Fund
5.43 m 58.47 m 15.56
7.03 m 42.04 m 11.19
3.68 m 37.36 m 9.94
3.56 m 37.18 m 9.90
289.59 k 21.70 m 5.78
581.54 k 21.67 m 5.77
622.08 k 21.65 m 5.76
2.11 m 18.59 m 4.95
5.43 m 17.81 m 4.74
720.21 k 14.65 m 3.90
Profile
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%.
Address
MFS Funds
500 Boylston Street
Boston, MA 02116
Phone
1-617-954-5000