MFS® Lifetime® 2030 Fund

Scorecard
3 / 5 Stars
Lipper
5 5 2 3 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.07 0.21 4.86
Stocks 48.72 0.0 48.72
Bonds 11.99 0.0 11.99
Other 0.46 0.12 0.34
Foreign Bonds 7.22 0.08 7.14
Foreign Stocks 26.7 0.0 26.7
Convertible 0.01 0.0 0.01
Preferred 0.24 0.0 0.24

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
MFS® Growth R5 11.2
MFS® Value R5 11.09
MFS® Mid Cap Growth R5 9.2
MFS® Mid Cap Value R5 9.14
MFS® Research R5 7.98
MFS® Research International R5 7.06
MFS® International Value R5 5.27
MFS® International Growth R5 5.26
MFS® Inflation-Adjusted Bond R5 4.66
MFS® Commodity Strategy R5 4.24

Bond Ratings (%)

Updated 01.31.2014

Sector MLTAX
AAA 36.99
AA 3.51
A 10.96
BBB 22.49
BB 12.02
B 11.88
Below B 3.58
Other -1.43