3 / 5 Stars
4 4 4 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#8 in Target Date 2016-2020
U.S. News evaluated 50 Target Date 2016-2020 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.70 percent over the past year, 8.73 percent over the past three years, and 11.96 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||9.7%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of total return. The fund is designed to provide diversification among different asset classes by investing the majority of assets in other MFS mutual funds, referred to as underlying funds. Within the stock fund allocations, MFS seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). Within the bond fund allocation, MFS includes underlying funds with varying degrees of interest rate and credit exposure.
Fees are Low compared to funds in the same category.
MFS Lifetime 2020 Fund has an expense ratio of 0.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.