MFS Lifetime 2040 R3
(MLFHX)
-0.12
-0.93%
| Symbol | Value ($) |
|---|---|
| Total number of holdings* | 19 |
| Turnover(%) | 13 |
- *List includes only non-cash positions
| TICKER | COMPANY NAME |
% NET ASSETS |
SHARE CHANGE |
% YTD RETURN |
|---|---|---|---|---|
| NA | MFS Growth R5 | 12.06% | 11,679 | NA |
| NA | MFS Value R5 | 12.02% | 19,119 | NA |
| NA | MFS Mid Cap Growth R5 | 10.03% | 47,540 | NA |
| NA | MFS Mid Cap Value R5 | 10.01% | 19,744 | NA |
| NA | MFS Research R5 | 8.01% | 11,729 | NA |
| NA | MFS Research International R5 | 8.00% | 41,762 | NA |
| NA | MFS International Growth R5 | 7.00% | 22,142 | NA |
| NA | MFS International Value R5 | 7.00% | 11,641 | NA |
| NA | MFS Global Real Estate R5 | 5.01% | 18,417 | NA |
| NA | MFS Commodity Strategy R5 | 4.99% | 44,478 | NA |
| NA | MFS International New Discovery R5 | 4.00% | 9,601 | NA |
| NA | MFS New Discovery R5 | 2.50% | 2,720 | NA |
| NA | MFS Research Bond R5 | 2.50% | 22,714 | NA |
| NA | MFS Inflation-Adjusted Bond R5 | 2.50% | 389,100 | NA |
| NA | MFS New Discovery Value R5 | 2.50% | 10,215 | NA |
| NA | MFS Emerging Markets Equity R5 | 2.00% | 7,969 | NA |
- Morningstar portfolio data through 3/31/2013
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Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
