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 Holdings

Asset Allocation

% Long % Short % Net
Cash 4.45 0.13 4.32
Stocks 53.38 0.0 53.38
Bonds 6.02 0.0 6.02
Other 0.31 0.01 0.3
Foreign Bonds 1.46 0.0 1.46
Foreign Stocks 34.32 0.0 34.32
Convertible 0.0 0.0 0.0
Preferred 0.22 0.0 0.22

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
MFS® Growth R5 12.06
MFS® Value R5 11.96
MFS® Mid Cap Growth R5 10.06
MFS® Mid Cap Value R5 10.0
MFS® Research R5 8.01
MFS® Research International R5 7.9
MFS® International Value R5 6.93
MFS® International Growth R5 6.9
MFS® Commodity Strategy R5 5.06
MFS® Global Real Estate R5 5.01

Bond Ratings (%)

Updated 01.31.2014

Sector MLFAX
AAA 56.98
AA 5.85
A 15.32
BBB 19.91
BB 2.02
B 0.93
Below B 0.14
Other -1.15