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Nasdaq - Delayed Quote USD

MFS Lifetime 2045 Fund (LTMTX)

19.22
+0.04
+(0.21%)
As of 8:06:28 AM EDT. Market Open.

Top 10 Holdings (58.29% of Total Assets)

SymbolCompany% Assets
MFS Blended Research Intl Eq R6 10.14%
MFS Blended Research Mid Cap Eq R6 9.41%
MFS Value R6 5.38%
MFS Blended Research Value Equity R6 5.30%
MFS Mid Cap Value R6 4.76%
MFS Commodity Strategy Fund 4.74%
MFS Growth R6 4.68%
MFS Blended Research Growth Eq R6 4.67%
MFS Mid Cap Growth R6 4.62%
MFS Global Real Estate R6 4.58%
Get Quotes for Top Holdings

Sector Weightings

SectorLTMTX
Technology   18.29%
Financial Services   17.77%
Industrials   13.09%
Healthcare   10.20%
Real Estate   8.65%
Consumer Cyclical   8.54%
Communication Services   6.00%
Consumer Defensive   5.74%
Basic Materials   4.41%
Energy   4.10%
Utilities   3.21%

Overall Portfolio Composition (%)

Cash -0.96%
Stocks 80.42%
Bonds 15.32%
Others 5.14%
Preferred 0.08%
Convertible 0.00%

Bond Ratings

US Government 8.18%
AAA 41.90%
AA 3.16%
A 7.88%
BBB 15.55%
BB 9.32%
B 5.55%
Below B 2.00%
Other 14.64%

Equity Holdings

Average LTMTX Category Average
Price/Earnings 0.05 23.21
Price/Book 0.4 2.88
Price/Sales 0.56 2.12
Price/Cashflow 0.08 14.08
Median Market Cap 48,401.05 69,876.64
3 Year Earnings Growth 10.69 12.09

Bond Holdings

Average LTMTX Category Average
Maturity -- 8.05
Duration 3.98 6.64
Credit Quality -- --

Performance & Risk

YTD Return 0.10%
5y Average Return 12.12%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family MFS
Net Assets 513.55M
YTD Return -0.10%
Yield 2.34%
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 2045. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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