MFS® Lifetime® 2025 Fund

Fund Fees

Updated 08.28.2013

Maximum Sales Fees %
Initial 5.75
Deferred

Updated 08.28.2013

Maximum Fees %
Administrative
Management
Redemption

Updated 08.28.2013

Actual Fees %
12b-1 0.25
Management 0.0
Net Expense Ratio: Annual Report 0.25
Net Expense Ratio: Prospectus 1.0

Updated 03.05.2014

Total Cost Projections
3-Year $1,097.00
5-Year $1,547.00
10-Year $2,793.00

Purchase Information

Updated 08.28.2013

Minimum Investments
Initial $1,000.00
Additional
Initial IRA $250.00
Additional IRA
Initial AIP
Additional AIP