MFS® Lifetime® 2020 B
(MFLBX)
US Markets Closed
AdChoices
13.13
+0.05
+0.38%
:

Previous Close

13.08

Net Assets

6.70M

Yield

0.94%

Front load

None

Expenses

1.00%

Category

Target Date 2016-2020

Morningstar Risk

Below Average

Morningstar Rating ★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • MFLBX

  • Category

    • 2013

    • 10.58%

    • -

    • 2012

    • 11.61%

    • -

    • 2011

    • 0.01%

    • -

    • 2010

    • 13.44%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 4.17%

      • 7.22%

      • 3.22%

      • Q2

      • -1.14%

      • -1.84%

      • 1.07%

      • Q3

      • 3.80%

      • 4.72%

      • -8.91%

      • Q4

      • 3.45%

      • 1.25%

      • 5.24%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • MFS® Research Bond R5

        • 15.83

        • 5,174,747

        • 64,133

        • MFS® Government Securities R5

        • 9.95

        • 3,539,847

        • 32,714

        • MFS® Inflation-Adjusted Bond R5

        • 8.82

        • 2,963,710

        • 53,876

        • MFS® Limited Maturity R5

        • 7.72

        • 4,599,313

        • 117,763

        • MFS® Research R5

        • 6.53

        • 595,897

        • -4,382

        • MFS® Value R5

        • 6.50

        • 674,248

        • -1,489

        • MFS® Growth R5

        • 6.49

        • 325,682

        • -2,269

        • MFS® High Income R5

        • 5.01

        • 4,951,265

        • 42,255

        • MFS® Global Bond R5

        • 4.98

        • 1,860,489

        • 26,634

        • MFS® Mid Cap Growth R5

        • 4.75

        • 1,141,874

        • -17,367

        • Name

        • Rating

        • YTD Return %

          • American Funds 2020 Trgt Date Retir A LW

          • ★★★★★
          • 4.01

          • TIAA-CREF Lifecycle 2020 Instl

          • ★★★★★
          • 2.18

          • American Funds 2020 Trgt Date Retire R4

          • ★★★★★
          • 3.92

          • T. Rowe Price Retirement 2020 Adv

          • ★★★★★
          • 3.06

          • Principal LifeTime 2020 Instl

          • ★★★★★
          • 2.89

          • American Funds 2020 Trgt Date Retire R6

          • ★★★★★
          • 4.27

          • American Funds 2020 Trgt Date Retire R5

          • ★★★★★
          • 4.17

          • American Funds 2020 Trgt Date Retire R3

          • ★★★★★
          • 3.67

          • JHancock Retire Living through 2020 R6

          • ★★★★★
          • 3.10

          • T. Rowe Price Retirement 2020

          • ★★★★★
          • 3.29

          • Name

          • MFLBX

          • Category

            • Expense Ratio

            • 1.00%

            • 0.54%

            • Net Assets

            • 6.70M

            • 506.16M

            • Dividend Yield

            • 1.89%

            • 2.30

            • Price/Book

            • 2.21

            • 2.07

            • Price/Sales

            • 1.75

            • 1.42

            • Price/Cash Flow

            • 8.13

            • 7.02

            Profile

            Name of Issuer

            MFS

            Fund Style

            Open

            Fund Manager

            Joseph Flaherty, Jr.

            Investment Style

            Large Growth

            The investment seeks a high level of total return. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in the fund's name. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA 250
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            9/29/2005