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 4.66 0.33 4.33
Stocks 49.02 0.0 49.02
Bonds 11.89 0.0 11.89
Other 0.41 0.06 0.35
Foreign Bonds 7.53 0.14 7.39
Foreign Stocks 26.75 0.0 26.75
Convertible 0.01 0.0 0.01
Preferred 0.24 0.0 0.24

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

% Net Assets
MFS® Value R5 11.17
MFS® Growth R5 11.16
MFS® Mid Cap Value R5 9.19
MFS® Mid Cap Growth R5 9.19
MFS® Research R5 8.01
MFS® Research International R5 7.16
MFS® International Value R5 5.34
MFS® International Growth R5 5.33
MFS® Inflation-Adjusted Bond R5 4.6
MFS® High Income R5 4.21

Bond Ratings (%)

Updated 02.28.2014

Sector MLTAX
AAA 36.88
AA 3.54
A 10.48
BBB 23.52
BB 12.06
B 12.04
Below B 3.41
Other -1.93