MFS® Lifetime® Retirement Income Fund

Scorecard
3 / 5 Stars
Lipper
4 4 5 4 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 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 10.5 0.7 9.8
Stocks 18.3 0.0 18.3
Bonds 49.2 0.0 49.2
Other 0.34 0.17 0.17
Foreign Bonds 15.3 0.12 15.18
Foreign Stocks 7.09 0.0 7.09
Convertible 0.01 0.0 0.01
Preferred 0.26 0.0 0.26

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
MFS® Research Bond R5 22.07
MFS® Limited Maturity R5 20.02
MFS® Government Securities R5 10.04
MFS® Inflation-Adjusted Bond R5 10.04
MFS® Global Bond R5 5.0
MFS® Growth R5 4.01
MFS® Research R5 3.99
MFS® Value R5 3.97
MFS® High Income R5 3.01
MFS® Mid Cap Growth R5 3.01

Bond Ratings (%)

Updated 01.31.2014

Sector MLLIX
AAA 49.51
AA 5.37
A 16.16
BBB 21.6
BB 4.23
B 3.15
Below B 0.97
Other -0.99