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 6:03 PM ET 09/22/2021

Performance

  • 1 Week
  • -0.46%
  • 1 Month
  • +0.47%
  • 3 Months
  • +3.60%
  • 1 Yr Return
  • +29.44%
  • 5 Yr Return
  • +44.03%

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 4.51 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -1.87 -1.61 -2.40
Beta 0.86 0.84 0.88
R Squared 0.96 0.94 0.93
Std Deviation 16.21 12.95 12.21
Sharpe Ratio 0.85 1.01 n/a

Purchase Information

as of 6:03 PM ET 09/21/2021
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
  • +28.60%
  • +35.54%
+28.60% +35.54%
3 Year
  • +13.47%
  • +13.43%
+13.47% +13.43%
10 Year
  • +11.62%
  • +10.41%
+11.62% +10.41%
Life Of Fund
  • +8.44%
  • +8.29%
+8.44% +8.29%

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%

LATEST NEWS

Recent Articles from TheStreet

Looking for Steady Income? The Rise of 'Renter Nation' Is Your Friend

Bret Jensen: Inflation Will Widen Inequality

No matter what the Fed thinks, inflation is here to stay on mainstreet.

Meredith Will Acquire Time Inc. in a Deal Backed by Koch Brothers

Meredith Jumps on Report of IAC Buyout Talks

Deal for publisher of magazines including People, said to be valued at more than $2.5 billion.

China To Curb 'chaos' In Semiconductor Industry And Hold Bosses Accountable For Risky, Loss-making Projects

Chip Shortage to Cost Auto Industry $210 Billion, Report Says

AlixPartners says 'there’s no room for error for automakers and suppliers right now' due to the chip shortage.

People walk past the New York Stock Exchange on Wall Street. The benchmark S&P 500 Index rose to an all-time high on Wednesday. Photo: AFP

Cramer's Mad Money Recap: Southwest, Disney, FedEx

Jim Cramer says that as fears over the economy and Evergrande have eased, the only thing left to fear right now is COVID.

New York Stock Exchange Traders Lead

Don’t Try To Time The Market. Just Don’t.

Real Money's Paul Price says market timing is the 'Great Myth,' the white whale of investing.

Cisco Lead

Jim Cramer Talks Supply Disruptions With Cisco's CEO

Network equipment maker faces challenges with memory and other inputs.

Altice Pivots From M&A With U.S. Spinoff

Altice May Lose 15k-20k Internet Customers This Quarter

Altice CEO Dexter Goei, whose company offers service under the Optimum brand, called those numbers 'disappointing,' and 'underwhelming.'

Lumber Wood Construction Lead

Jim Cramer Talks Housing With Builders FirstSource

CEO of building supplier says it's still seeing supply chain challenges.

Jim Cramer Reveals What to Watch in Costco's Earnings

Costco Climbs on Earnings Beat, Revenue Rises Double Digits

Costco also reported a nearly 10% year over year increase in same store sales in the fourth quarter.