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    MFS Lifetime Income R1 (MLLEX)

    12.18 Up 0.01(0.08%) Jul 2
    Prev Close:12.18
    YTD Return*:1.68%
    Net Assets*:545.84M

    * As of 31-May-15

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


    • No Headlines available for MLLEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS® Limited Maturity R520.03N/A
    MFS® Total Return Bond R520.00N/A
    MFS® Inflation-Adjusted Bond R510.01N/A
    MFS® Government Securities R510.00N/A
    MFS® Global Bond R55.02N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:545.84M
    Category:Retirement Income
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:1.68%
    5y Avg Return:5.43%
    Rank in Category (ytd):76
    % Rank in Category (ytd):41.3%
    Beta (3y):0.55
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes by investing the majority of its assets in other MFS mutual funds, referred to as underlying funds. Within the stock fund allocations, MFS seeks to diversify globally (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style. Within the bond fund allocation, MFS includes underlying funds with varying degrees of interest rate and credit exposure. View More
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