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MFS Lifetime 2030 C (MLTCX)

14.86
-0.18
(-1.20%)
As of 8:06:38 AM EDT. Market Open.

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2030. MFS invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

MFS Lifetime 2030 C

Boston, MA 2199
111 Huntington Avenue 24th Floor
1-800-637-2929

Fund Overview

Category Target-Date 2030
Fund Family MFS
Net Assets 750.08M
YTD Return 0.92%
Yield 2.62%
Morningstar Rating
Inception Date Sep 29, 2005

Fund Operations

Last Dividend 0.42
Last Cap Gain 13.00
Holdings Turnover 14.00%
Average for Category --

Fees & Expenses

Expense MLTCX Category Average
Annual Report Expense Ratio (net) 1.50% 0.45%
Prospectus Net Expense Ratio 1.50% --
Prospectus Gross Expense Ratio 1.70% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.44%
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

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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