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Nasdaq - Delayed Quote USD

MFS Lifetime 2040 C (MLFCX)

17.77
-0.36
(-1.99%)
As of 8:06:38 AM EDT. Market Open.

Top 10 Holdings (55.55% of Total Assets)

SymbolCompany% Assets
BMSYX
MFS Blended Research Mid Cap Eq R6 8.92%
BRXVX
MFS Blended Research Intl Eq R6 8.72%
MEIKX
MFS Value R6 5.16%
BRUNX
MFS Blended Research Value Equity R6 5.09%
MIAKX
MFS Inflation-Adjusted Bond R6 4.96%
MUEVX
MFS Blended Research Core Equity R6 4.59%
MFRKX
MFS Research R6 4.57%
MVCKX
MFS Mid Cap Value R6 4.53%
MFEKX
MFS Growth R6 4.51%
BRWVX
MFS Blended Research Growth Eq R6 4.51%
Get Quotes for Top Holdings

Sector Weightings

SectorMLFCX
Technology   18.80%
Financial Services   17.41%
Industrials   13.26%
Healthcare   10.16%
Consumer Cyclical   8.59%
Real Estate   8.43%
Communication Services   6.15%
Consumer Defensive   5.55%
Basic Materials   4.25%
Energy   4.10%
Utilities   3.30%

Overall Portfolio Composition (%)

Cash -0.84%
Stocks 74.08%
Bonds 22.07%
Others 4.60%
Preferred 0.09%
Convertible 0.00%

Bond Ratings

US Government 12.26%
AAA 35.46%
AA 3.05%
A 7.62%
BBB 14.67%
BB 13.32%
B 7.94%
Below B 3.28%
Other 14.67%

Equity Holdings

Average MLFCX Category Average
Price/Earnings 0.05 23.13
Price/Book 0.38 2.89
Price/Sales 0.53 2.12
Price/Cashflow 0.08 14.1
Median Market Cap 53,211.94 69,227.1
3 Year Earnings Growth 11.75 12.06

Bond Holdings

Average MLFCX Category Average
Maturity 9.4 8.06
Duration 4.21 6.63
Credit Quality -- --

Performance & Risk

YTD Return -5.78%
5y Average Return 9.51%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family MFS
Net Assets 767.86M
YTD Return -0.21%
Yield 1.86%
Morningstar Rating
Inception Date Sep 29, 2005

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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