MFS® Lifetime® 2035 Fund

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 4.35 0.09 4.26
Stocks 51.69 0.0 51.69
Bonds 8.35 0.0 8.35
Other 0.34 0.03 0.31
Foreign Bonds 3.96 0.06 3.91
Foreign Stocks 31.25 0.0 31.25
Convertible 0.0 0.0 0.0
Preferred 0.23 0.0 0.23

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

% Net Assets
MFS® Value R5 11.66
MFS® Growth R5 11.65
MFS® Mid Cap Value R5 9.66
MFS® Mid Cap Growth R5 9.65
MFS® Research R5 8.0
MFS® Research International R5 7.65
MFS® International Value R5 6.33
MFS® International Growth R5 6.32
MFS® Commodity Strategy R5 4.65
MFS® Global Real Estate R5 4.31

Bond Ratings (%)

Updated 02.28.2014

Sector LFEAX
AAA 44.5
AA 4.4
A 12.0
BBB 22.18
BB 8.34
B 8.0
Below B 2.21
Other -1.63