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 6:08 PM ET 09/20/2021

Performance

  • 1 Week
  • -1.55%
  • 1 Month
  • -0.38%
  • 3 Months
  • +2.33%
  • 1 Yr Return
  • +14.96%
  • 5 Yr Return
  • +29.59%

Equity Sector Breakdown

Finance 98.48%
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 98.48%
Stocks 1.43%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 6.40 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -1.82 -1.72 -2.51
Beta 0.65 0.64 0.72
R Squared 0.95 0.93 0.90
Std Deviation 12.43 9.98 10.17
Sharpe Ratio 0.80 0.94 n/a

Purchase Information

as of 6:02 PM ET 09/17/2021
Minimum Initial n/a
Minimum Additional $99
Minimum Initial IRA $99

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
  • +18.69%
  • +23.58%
+18.69% +23.58%
3 Year
  • +10.22%
  • +10.20%
+10.22% +10.20%
10 Year
  • +9.09%
  • +8.07%
+9.09% +8.07%
Life Of Fund
  • +6.64%
  • +6.52%
+6.64% +6.52%

Top 10 Holdings

Symbol Company Name % Of Assets
MFGSX MFS GOV SEC FUND CLS I 9.95%
MSFRX MFS TOTAL RETURN BOND FD 8.75%
MIAAX. MFS INFLATION ADJ BOND FD 7.32%
BMSYX MFS BLENDED RES MID CAP EQ FD 6.69%
BRXAX MFS BLENDED RES INTL EQ FD 5.73%
MHITX MFS HIGH INCOME FUND 4.99%
MGBAX MFS GLOBAL BOND FD 4.97%
BRUDX MFS BLENDED RES VAL EQ FD 3.92%
MFRFX MFS RESEARCH FUND 3.91%
MEIAX MFS VALUE FUND 3.90%

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