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Nasdaq - Delayed Quote USD

MFS Lifetime 2025 Fund (LTTKX)

13.20
+0.01
+(0.08%)
At close: 8:01:28 PM EDT

Top 10 Holdings (76.39% of Total Assets)

SymbolCompany% Assets
MRBKX
MFS Total Return Bond R6 18.91%
MQLKX
MFS Limited Maturity R6 18.89%
MIAKX
MFS Inflation-Adjusted Bond R6 10.03%
MFGKX
MFS Government Securities R6 9.48%
MGBOX
MFS Global Opportunistic Bd R6 6.98%
BMSYX
MFS Blended Research Mid Cap Eq R6 3.08%
BRXVX
MFS Blended Research Intl Eq R6 2.62%
MHIKX
MFS High Income R6 2.19%
MEIKX
MFS Value R6 2.11%
BRUNX
MFS Blended Research Value Equity R6 2.10%
Get Quotes for Top Holdings

Sector Weightings

SectorLTTKX
Technology   18.29%
Financial Services   17.54%
Industrials   12.50%
Real Estate   10.64%
Healthcare   10.53%
Consumer Cyclical   8.15%
Communication Services   5.93%
Consumer Defensive   5.20%
Energy   4.13%
Basic Materials   3.71%
Utilities   3.37%

Overall Portfolio Composition (%)

Cash -3.88%
Stocks 25.89%
Bonds 75.58%
Others 2.18%
Preferred 0.21%
Convertible 0.02%

Bond Ratings

US Government 32.91%
AAA 47.76%
AA 4.11%
A 9.22%
BBB 16.33%
BB 3.69%
B 1.92%
Below B 0.55%
Other 16.43%

Equity Holdings

Average LTTKX Category Average
Price/Earnings 0.05 23.12
Price/Book 0.38 2.92
Price/Sales 0.54 2.18
Price/Cashflow 0.08 14.45
Median Market Cap 53,277.32 75,917.3
3 Year Earnings Growth 10.41 12.3

Bond Holdings

Average LTTKX Category Average
Maturity 9.41 8.09
Duration 3.92 6.6
Credit Quality -- --

Performance & Risk

YTD Return 1.62%
5y Average Return 5.89%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family MFS
Net Assets 350.36M
YTD Return 1.54%
Yield 4.01%
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 2025. MFS invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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