MFS Lifetime 2030 R3 (MLTHX)
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for MLTHX at this time.
|Symbol||% Assets||YTD Return %|
|MFS Value R5||11.25||N/A|
|MFS Growth R5||11.22||N/A|
|MFS Mid Cap Value R5||9.25||N/A|
|MFS Mid Cap Growth R5||9.19||N/A|
|MFS Research R5||8.02||N/A|
|Morningstar Overall Rating:|
|Category:||Target Date 2026-2030|
|Annual Report Expense Ratio (net):||0.25%|
Performance & Risk
|5y Avg Return:||16.60%|
|Rank in Category (ytd):||20|
|% Rank in Category (ytd):||9.01%|
|Morningstar Risk Rating:||4|
The investment seeks a high level of total return.
The fund is designed to provide diversification among different asset classes by investing the majority of 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 (by including both growth and value underlying funds). Within the bond fund allocation, MFS includes underlying funds with varying degrees of interest rate and credit exposure. View More