Nasdaq - Delayed Quote USD

MFS Lifetime 2065 R2 (LFTKX)

10.45 +0.09 (+0.87%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 15.47%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down 1
Best 1Y Total Return (Sep 26, 2024) 16.24%
Worst 1Y Total Return (Sep 26, 2024) --
Best 3Y Total Return 16.24%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LFTKX
Category
YTD
13.37%
0.00%
1-Month
1.89%
0.00%
3-Month
5.23%
0.00%
1-Year
19.70%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
22.20%
0.00%
Last Bear Market
-13.27%
0.00%

Annual Total Return (%) History

Year
LFTKX
Category
2024
--
--
2023
16.24%
--
2022
-16.31%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.51% 0.51% -- --
2023 4.67% 4.46% -3.69% 10.39%
2022 -5.60% -13.27% -6.47% 9.29%
2021 6.12% -- -- --

Rank in Category (By Total Return)

YTD 83
1-Month 97
3-Month 95
1-Year 94
3-Year --
5-Year --

Load Adjusted Returns

1-Year 19.70%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return 15.47%
5y Average Return 0.00%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Target-Date 2065+
Fund Family MFS
Net Assets 22.06M
YTD Return 13.37%
Yield 1.09%
Morningstar Rating --
Inception Date Sep 01, 2021

Fund Summary

MFS (the investment adviser) invests substantially all of the fund’s assets in other MFS mutual funds. MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds’ assets in issuers in a single industry, sector, country, or region.

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