Address And Details

500 Boylston St , Boston, MA 02116
Fund Manager Joseph Flaherty
Manager Tenure 8 Years 10 Months

Strategy And Objective

The fund s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fund s name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The asset allocation of the fund will change over time. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund s name. MFS (Massachusetts Financial Services Company, the fund s investment adviser) invests substantially all of the fund s assets in other MFS mutual funds, referred to as underlying funds. The underlying funds are selected following a two-stage asset allocation process. MFS Lifetime 2035 Fund The first stage is a strategic asset allocation to determine the percentage of the fund s assets invested in the general asset classes of (1) Bond Funds,(2) International Stock Funds, and (3) U.S. Stock Funds, as well as (4) Specialty Funds (underlying funds that have less traditional investment strategies that Misbelieve provide diversification benefits when added to a portfolio consisting of stock and bond funds).The second stage involves the actual selection of underlying funds to represent the asset classes based on underlying fund classifications, historical risk, performance, and other factors. Within the stock fund allocations, MFS seeks to diversify by geography (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 geographic, interest rate and credit exposure, including exposure to below investment grade quality debt instruments. MFS normally invests the underlying funds assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds assets in issuers in a single industry, sector, country, or region.

Net Asset Value

as of 5:53 PM ET 09/24/2021

Performance

  • 1 Week
  • +0.10%
  • 1 Month
  • -0.20%
  • 3 Months
  • +2.62%
  • 1 Yr Return
  • +27.21%
  • 5 Yr Return
  • +49.54%

Equity Sector Breakdown

Finance 97.14%
ConsumerDurables n/a
Energy n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Other 97.14%
Stocks 2.80%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 1.29 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -1.61 -1.50 n/a
Beta 0.81 0.79 n/a
R Squared 0.96 0.94 n/a
Std Deviation 15.37 12.26 n/a
Sharpe Ratio 0.86 1.01 n/a

Purchase Information

as of 5:59 PM ET 09/23/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 06/30/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 06/30/2021
1 Year
  • +26.39%
  • +33.03%
+26.39% +33.03%
3 Year
  • +13.04%
  • +12.98%
+13.04% +12.98%
10 Year
  • n/a
  • n/a
n/a n/a
Life Of Fund
  • +11.42%
  • +11.20%
+11.42% +11.20%

Top 10 Holdings

Symbol Company Name % Of Assets
BMSYX MFS BLENDED RES MID CAP EQ FD 8.80%
BRXAX MFS BLENDED RES INTL EQ FD 8.12%
MFEGX MFS GROWTH FD 5.36%
BRUDX MFS BLENDED RES VAL EQ FD 5.36%
MEIAX MFS VALUE FUND 5.35%
BRWAX MFS BLENDED RES GROWTH EQ FD 5.35%
MIAAX. MFS INFLATION ADJ BOND FD 5.20%
MHITX MFS HIGH INCOME FUND 4.98%
MVCAX MFS MID CAP VALUE FUND 4.42%
OTCBX MFS MID CAP GROWTH FUND 4.38%

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