MFS® Lifetime® 2050 Fund

Scorecard
2 / 5 Stars
Lipper
4 4 1 3 5
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 49 Target Date 2046-2050 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.96 percent over the past year, and 11.58 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 4.8%
1 Year 20.0%
3 Years (Annualized) 11.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of total return. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement date in the fund's name. Within the stock fund allocations, MFS seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style (by including both growth and value underlying funds). Within the bond fund allocation, MFS includes underlying funds with varying degrees of interest rate and credit exposure.

Fees

Fees are Average compared to funds in the same category.
MFS® Lifetime® 2050 Fund has an expense ratio of 0.25 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top MFS Funds

Target Date 2046-2050 Funds

Highest Returns (10-year)

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