MFS® Lifetime® 2040 Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 4.79 0.3 4.48
Stocks 54.3 0.0 54.3
Bonds 6.21 0.0 6.21
Other 0.1 0.01 0.09
Foreign Bonds 1.35 0.0 1.35
Foreign Stocks 33.35 0.0 33.35
Convertible 0.0 0.0 0.0
Preferred 0.21 0.0 0.21

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

% Net Assets
MFS® Growth R5 12.04
MFS® Value R5 12.03
MFS® Mid Cap Value R5 10.02
MFS® Mid Cap Growth R5 10.0
MFS® Research R5 8.01
MFS® Research International R5 8.0
MFS® International Value R5 7.01
MFS® International Growth R5 7.0
MFS® Global Real Estate R5 5.03
MFS® Commodity Strategy R5 4.98

Bond Ratings (%)

Updated 05.31.2014

Sector MLFAX
AAA 57.13
AA 6.05
A 15.4
BBB 19.31
BB 1.85
B 1.17
Below B 0.13
Other -1.04

See Also:

Top MFS Funds