Address And Details

500 Boylston St , Boston, MA 02116
Fund Manager Joseph C. Flaherty Jr.
Manager Tenure 16 Years

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.

Net Asset Value

as of 6:02 PM ET 09/17/2021

Performance

  • 1 Week
  • -0.74%
  • 1 Month
  • +0.38%
  • 3 Months
  • +3.44%
  • 1 Yr Return
  • +24.75%
  • 5 Yr Return
  • +46.13%

Equity Sector Breakdown

Finance 96.33%
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 96.33%
Stocks 3.63%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 174.72 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -2.11 -1.81 -2.62
Beta 0.86 0.84 0.88
R Squared 0.96 0.94 0.93
Std Deviation 16.22 12.96 12.21
Sharpe Ratio 0.83 0.99 n/a

Purchase Information

as of 5:55 PM ET 09/16/2021
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
  • +28.37%
  • +35.27%
+28.37% +35.27%
3 Year
  • +13.20%
  • +13.15%
+13.20% +13.15%
10 Year
  • +11.37%
  • +10.17%
+11.37% +10.17%
Life Of Fund
  • +8.17%
  • +8.01%
+8.17% +8.01%

Top 10 Holdings

Symbol Company Name % Of Assets
BRXAX MFS BLENDED RES INTL EQ FD 9.51%
BMSYX MFS BLENDED RES MID CAP EQ FD 9.46%
BRUDX MFS BLENDED RES VAL EQ FD 5.77%
MEIAX MFS VALUE FUND 5.77%
MFEGX MFS GROWTH FD 5.75%
BRWAX MFS BLENDED RES GROWTH EQ FD 5.74%
MVCAX MFS MID CAP VALUE FUND 4.77%
OTCBX MFS MID CAP GROWTH FUND 4.71%
MCSAX MFS COMMODITY STRATEGY FD 4.52%
MGLAX MFS GLOBAL REAL ESTATE FD 4.48%

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