MFS® Lifetime® Retirement Income Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

The fund is broadly diversified, spreading its investments among giant-, large-, and mid-cap companies. It invests in a range of industries including financial services, health care, and consumer goods.

Asset Allocation

% Long % Short % Net
Cash 7.25 0.34 6.91
Stocks 18.76 0.0 18.76
Bonds 51.87 0.0 51.87
Other 0.18 0.04 0.14
Foreign Bonds 15.63 0.36 15.26
Foreign Stocks 6.84 0.0 6.84
Convertible 0.01 0.0 0.01
Preferred 0.22 0.0 0.22

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
MFS® Research Bond R5 21.98
MFS® Limited Maturity R5 19.91
MFS® Inflation-Adjusted Bond R5 10.0
MFS® Government Securities R5 9.97
MFS® Global Bond R5 4.99
MFS® Growth R5 4.06
MFS® Research R5 4.04
MFS® Value R5 4.03
MFS® Mid Cap Value R5 3.02
MFS® Mid Cap Growth R5 3.02

Bond Ratings (%)

Updated 05.31.2014

Sector MLLGX
AAA 50.23
AA 5.17
A 15.4
BBB 21.44
BB 4.0
B 3.61
Below B 0.83
Other -0.68

See Also:

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