MFS® Lifetime® 2015 Fund

U.S. News evaluated 45 Target Date 2011-2015 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all MFS funds

See full Target Date 2011-2015 rankings

See more fund rankings

Performance

The fund has returned 9.50 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.9%
1 Year 9.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more LFTDX performance

Summary

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement date in the fund's name. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

Fees

Fees are Low compared to funds in the same category.
MFS® Lifetime® 2015 Fund has an expense ratio of 0.25 percent.

See more LFTDX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more LFTDX risk

See Also:

Top MFS Funds