|500 Boylston St , Boston, MA 02116|
|Fund Manager||Joseph C. Flaherty Jr.|
|Manager Tenure||16 Years|
The fundâ€™s investment objective is to seek a high level of total return consistent with its asset allocation until the approximate retirement year in the fundâ€™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 fundâ€™s name. MFS (Massachusetts Financial Services Company, the fundâ€™s investment adviser) invests substantially all of the fundâ€™s assets in other MFS mutual funds, referred to as underlying funds. The underlying funds are selected following a two-stage asset allocation process.
|Asset Type||% Of Allocation|
|Total Net Assets||6.40 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$99|
|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|
|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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