MFS® Lifetime® 2020 Fund

Scorecard
2 / 5 Stars
Lipper
4 3 4 3 4
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.34 0.26 5.08
Stocks 29.4 0.0 29.4
Bonds 40.08 0.0 40.08
Other 0.24 0.04 0.2
Foreign Bonds 13.41 0.36 13.05
Foreign Stocks 11.95 0.0 11.95
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 15.62
MFS® Government Securities R5 9.97
MFS® Inflation-Adjusted Bond R5 8.65
MFS® Limited Maturity R5 7.25
MFS® Growth R5 6.62
MFS® Research R5 6.59
MFS® Value R5 6.58
MFS® High Income R5 4.99
MFS® Global Bond R5 4.98
MFS® Mid Cap Value R5 4.84

Bond Ratings (%)

Updated 05.31.2014

Sector MFLAX
AAA 51.12
AA 3.52
A 11.24
BBB 20.51
BB 6.34
B 6.5
Below B 1.4
Other -0.63

See Also:

Top MFS Funds