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Nasdaq - Delayed Quote USD

MFS Lifetime 2040 R3 (MLFHX)

19.31
+0.05
+(0.26%)
As of 8:06:39 AM EDT. Market Open.

Top 10 Holdings (55.21% of Total Assets)

SymbolCompany% Assets
MFS Blended Research Mid Cap Eq R6 8.87%
MFS Blended Research Intl Eq R6 8.87%
MFS Value R6 5.13%
MFS Blended Research Value Equity R6 5.06%
MFS Inflation-Adjusted Bond R6 5.05%
MFS Mid Cap Value R6 4.51%
MFS Blended Research Core Equity R6 4.49%
MFS Research R6 4.47%
MFS Growth R6 4.38%
MFS Blended Research Growth Eq R6 4.37%
Get Quotes for Top Holdings

Sector Weightings

SectorMLFHX
Technology   18.46%
Financial Services   17.79%
Industrials   13.01%
Healthcare   10.30%
Real Estate   8.57%
Consumer Cyclical   8.50%
Communication Services   6.04%
Consumer Defensive   5.65%
Basic Materials   4.27%
Energy   4.13%
Utilities   3.28%

Overall Portfolio Composition (%)

Cash -0.69%
Stocks 73.26%
Bonds 22.77%
Others 4.58%
Preferred 0.09%
Convertible 0.01%

Bond Ratings

US Government 12.21%
AAA 35.33%
AA 2.75%
A 7.81%
BBB 15.15%
BB 13.15%
B 7.94%
Below B 2.91%
Other 14.96%

Equity Holdings

Average MLFHX Category Average
Price/Earnings 0.05 23.13
Price/Book 0.39 2.89
Price/Sales 0.56 2.12
Price/Cashflow 0.08 14.1
Median Market Cap 50,814.24 69,227.1
3 Year Earnings Growth 10.77 12.06

Bond Holdings

Average MLFHX Category Average
Maturity 9.3 8.06
Duration 4.23 6.63
Credit Quality -- --

Performance & Risk

YTD Return 0.26%
5y Average Return 11.51%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family MFS
Net Assets 767.86M
YTD Return -0.05%
Yield 2.60%
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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