MFS® Lifetime® 2025 Fund

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 4.68 0.12 4.56
Stocks 41.09 0.0 41.09
Bonds 25.32 0.0 25.32
Other 0.25 0.08 0.17
Foreign Bonds 10.35 0.34 10.01
Foreign Stocks 18.63 0.0 18.63
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 9.54
MFS® Growth R5 8.87
MFS® Value R5 8.83
MFS® Research R5 8.03
MFS® Mid Cap Value R5 7.57
MFS® Mid Cap Growth R5 7.53
MFS® Government Securities R5 7.26
MFS® Research International R5 6.26
MFS® Inflation-Adjusted Bond R5 4.99
MFS® High Income R5 4.99

Bond Ratings (%)

Updated 05.31.2014

Sector LTTAX
AAA 48.73
AA 2.58
A 8.66
BBB 21.15
BB 8.58
B 9.22
Below B 1.96
Other -0.88

See Also:

Top MFS Funds