MFS® Lifetime® 2040 Fund

Scorecard
3 / 5 Stars
Lipper
5 5 1 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Fees

Updated 08.28.2013

Maximum Sales Fees %
Initial 5.75
Deferred

Updated 08.28.2013

Maximum Fees %
Administrative
Management 0.0
Redemption

Updated 08.28.2013

Actual Fees %
12b-1 0.25
Management 0.0
Net Expense Ratio: Annual Report 0.25
Net Expense Ratio: Prospectus 1.06

Updated 04.22.2014

Total Cost Projections
3-Year $947.00
5-Year $1,238.00
10-Year $2,062.00

Purchase Information

Updated 08.28.2013

Minimum Investments
Initial $1,000.00
Additional
Initial IRA $250.00
Additional IRA
Initial AIP
Additional AIP