MFS® Lifetime® 2025 Fund

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.69 0.43 5.27
Stocks 40.97 0.0 40.97
Bonds 23.81 0.0 23.81
Other 0.48 0.16 0.32
Foreign Bonds 9.74 0.11 9.63
Foreign Stocks 19.74 0.0 19.74
Convertible 0.01 0.0 0.01
Preferred 0.26 0.0 0.26

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
MFS® Research Bond R5 9.08
MFS® Growth R5 9.0
MFS® Value R5 8.94
MFS® Research R5 7.98
MFS® Mid Cap Growth R5 7.68
MFS® Mid Cap Value R5 7.65
MFS® Government Securities R5 6.73
MFS® Research International R5 6.24
MFS® High Income R5 5.05
MFS® Inflation-Adjusted Bond R5 5.05

Bond Ratings (%)

Updated 01.31.2014

Sector LTTAX
AAA 48.67
AA 2.52
A 9.38
BBB 20.22
BB 9.31
B 8.61
Below B 2.51
Other -1.22