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    MFS Lifetime 2020 B (MFLBX)

    13.46 Up 0.04(0.30%) May 27
    Prev Close:13.46
    YTD Return*:2.21%
    Net Assets*:363.33M

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for MFLBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS® Total Return Bond R514.25N/A
    MFS® Government Securities R510.00N/A
    MFS® Inflation-Adjusted Bond R59.68N/A
    MFS® Limited Maturity R58.89N/A
    MFS® Research R56.19N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:363.33M
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:2.21%
    5y Avg Return:7.01%
    Rank in Category (ytd):86
    % Rank in Category (ytd):33.59%
    Beta (3y):0.83
    Morningstar Risk Rating:3

    Fund Summary

    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. View More
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