|500 Boylston St , Boston, MA 02116|
|Fund Manager||Joseph Flaherty|
|Manager Tenure||8 Years 10 Months|
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.
|Asset Type||% Of Allocation|
|Total Net Assets||1.29 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|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|
|Life Of Fund||
|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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