MFS Lifetime 2040 R3
(MLFHX)
+0.03
+0.23%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 12.86 |
| Category | Target Date 2036-2040 |
| Net Assets | 19.50 Mil |
| Yield | 1.03% |
| Morningstar Risk | High |
| Morningstar Return | Above Average |
- Last NAV update 5/20/2013 3:00 AM ET
| NA |
|---|
| The investment seeks a high level of total return. The fund is designed to provide diversification among different asset classes by investing the majority of assets in other MFS mutual funds, referred to as underlying funds. Within the stock fund allocations, MFS seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). Within the bond fund allocation, MFS includes underlying funds with varying degrees of interest rate and credit exposure. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 34.10% | 18.10% | -4.17% | 16.90% | 13.57% |
| Value ($) | 13,410.00 | 15,837.21 | 15,176.80 | 17,741.68 | 20,149.23 |
- Year to date performance as of 5/19/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | MFS |
| Fund Manager | Joseph Flaherty, Jr. |
| Tenure (Years) | 8 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.25% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 6.27% |
| 3 Months | 7.87% |
| 1 Year | 28.95% |
| 3 Years* | 16.34% |
| 5 Years* | 3.87% |
- * Annualized returns
- Performance as of 5/19/2013 8:00 PM ET
| MLFHX | Target Date 2036-2040 | |
|---|---|---|
| 5-Yr Return | 3.87% | 3.23% |
| Sharpe Ratio | 0.77 | 0.72 |
| Net Assets | 19.50 Mil | 294.38 Mil |
| Avg Market Cap | 17.85 Bil | 24.13 Bil |
| Avg P/E | 17.18 | 13.98 |
| Portfolio Turnover | 13 | 26 |
| Symbol | Value ($) |
|---|---|
| Stocks | 87.86% |
| Cash | 4.15% |
| Fixed Income | 7.65% |
| Other | 0.33% |
| NAME | % NET ASSETS |
|---|---|
| MFS Growth R5 | 12.06% |
| MFS Value R5 | 12.02% |
| MFS Mid Cap Growth R5 | 10.03% |
| MFS Mid Cap Value R5 | 10.01% |
| MFS Research R5 | 8.01% |
| MFS Research International R5 | 8.00% |
| MFS International Growth R5 | 7.00% |
| MFS International Value R5 | 7.00% |
| MFS Global Real Estate R5 | 5.01% |
| MFS Commodity Strategy R5 | 4.99% |
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