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Nasdaq - Delayed Quote USD

MFS Lifetime 2035 R3 (LFETX)

17.57
+0.02
+(0.11%)
At close: 8:01:56 PM EDT

Top 10 Holdings (57.91% of Total Assets)

SymbolCompany% Assets
MFS Government Securities R6 8.63%
MFS Total Return Bond R6 8.01%
MFS Blended Research Mid Cap Eq R6 7.06%
MFS Inflation-Adjusted Bond R6 7.02%
MFS Blended Research Intl Eq R6 6.39%
MFS Global Opportunistic Bd R6 4.86%
MFS Value R6 4.19%
MFS Blended Research Value Equity R6 4.12%
MFS High Income R6 4.03%
MFS Blended Research Core Equity R6 3.61%
Get Quotes for Top Holdings

Sector Weightings

SectorLFETX
Technology   18.50%
Financial Services   17.79%
Industrials   13.00%
Healthcare   10.47%
Real Estate   8.64%
Consumer Cyclical   8.44%
Communication Services   6.05%
Consumer Defensive   5.51%
Energy   4.15%
Basic Materials   4.08%
Utilities   3.38%

Overall Portfolio Composition (%)

Cash -3.97%
Stocks 55.68%
Bonds 44.65%
Others 3.50%
Preferred 0.13%
Convertible 0.01%

Bond Ratings

US Government 22.22%
AAA 47.33%
AA 2.41%
A 6.22%
BBB 11.68%
BB 8.39%
B 4.88%
Below B 1.70%
Other 17.41%

Equity Holdings

Average LFETX Category Average
Price/Earnings 0.05 23.21
Price/Book 0.38 2.93
Price/Sales 0.55 2.15
Price/Cashflow 0.08 14.21
Median Market Cap 52,961.32 73,415.04
3 Year Earnings Growth 10.81 12.26

Bond Holdings

Average LFETX Category Average
Maturity 9.27 8.06
Duration 3.97 6.61
Credit Quality -- --

Performance & Risk

YTD Return 0.80%
5y Average Return 10.48%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family MFS
Net Assets 600.82M
YTD Return 0.46%
Yield 2.85%
Morningstar Rating
Inception Date Nov 02, 2012

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2035. MFS invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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