MFS® Lifetime® 2040 Fund

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

Fund Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Lifetime Moderate 2040 % Rank
Year-to-date 4.88 -0.91 -2.02 83
1-Month 1.74 0.18 -0.52 61
3-Month 3.61 -0.06 -1.02 85
6-Month 4.88 -0.91 -2.02 83
1-Year 20.01 4.36 -2.14 47
3-Year (Annualized) 11.49 2.31 -0.31 22
5-Year (Annualized) 16.22 4.18 0.10 5