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MFS Series Trust XII - MFS Lifetime 2020 Fund (MFLHX)
At close: December 22 at 8:00 PM EST
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12.03 - YTD Return -11.58%
- Expense Ratio 0.72%
- Category Target-Date 2020
- Last Cap Gain 9.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 269.58M
- Beta (5Y Monthly) 0.63
- Yield 3.55%
- 5y Average Return --
- Holdings Turnover 11.00%
- Last Dividend 0.47
- Inception Date Sep 29, 2005
The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2020. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
MFS
Fund Family
Target-Date 2020
Fund Category
269.58M
Net Assets
2005-09-29
Inception Date
Performance Overview: MFLHX
Trailing returns as of 8/5/2022. Category is Target-Date 2020.
Holdings: MFLHX
Top 10 Holdings (78.97% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMFLHX
Technology 17.96%
Financial Services 14.75%
Healthcare 12.54%
Industrials 10.97%
Real Estate 10.44%
Consumer Cyclical 9.65%
Communication Services 6.11%
Consumer Defensive 5.84%
Basic Materials 4.48%
Energy 4.15%
Utilities 3.11%
Recent News: MFLHX
Research Reports: MFLHX
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