MFS® Lifetime® 2025 Fund

U.S. News evaluated 49 Target Date 2021-2025 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.69 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.6%
1 Year 13.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement date in the fund's name. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

Fees

Fees are Above Average compared to funds in the same category.
MFS® Lifetime® 2025 Fund has an expense ratio of 1.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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