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MFS Lifetime Income C (MLLCX)
11.90
-0.02
(-0.17%)
As of 8:06:39 AM EDT. Market Open.
Fund Summary
The fund is designed to provide diversification among different asset classes by investing the majority of its assets in other mutual funds advised by MFS. Within the stock fund allocations, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style. Within the bond fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure.
MFS Lifetime Income C
Boston, MA 2199
111 Huntington Avenue 24th Floor
Fund Overview
| Category | Target-Date Retirement |
| Fund Family | MFS |
| Net Assets | 567.15M |
| YTD Return | 1.30% |
| Yield | 2.79% |
| Morningstar Rating | |
| Inception Date | Sep 29, 2005 |
Fund Operations
| Last Dividend | 0.07 |
| Last Cap Gain | 5.00 |
| Holdings Turnover | 9.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | MLLCX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.45% | 0.48% |
| Prospectus Net Expense Ratio | 1.45% | -- |
| Prospectus Gross Expense Ratio | 1.63% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.01% |
| Max Deferred Sales Load | -- | 1.56% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Joseph C. Flaherty, Lead Manager since September 29, 2005
Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios.
Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005. Morningstar Style Box
Morningstar Category
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