4 / 5 Stars
5 4 2 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 48 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.
The fund has returned 23.18 percent over the past year, and 12.42 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||19.5%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
MFS Lifetime 2050 Fund has an expense ratio of 0.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.