Nasdaq - Delayed Quote USD

MFS Series Trust XII - MFS Lifetime 2020 Fund (MFLBX)

12.07 +0.02 (+0.17%)
At close: December 22 at 8:00 PM EST

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mutual Of Omaha Investor Services Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Pruco Securities, LLC
  • UBS Financial Services Inc
  • Protected Investors of America
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • Edward Jones
  • LPL SAM Eligible - June 2022
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • CommonWealth Core
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • Bear Stearns Load-Waived NTF
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Firstrade
  • CitiStreet (k)Choice R Shares
  • Ameriprise Financial
  • Prudential Retail
  • Sun Life CPS
  • Sun Life Recordkeeper Plus
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Fidelity Advisor 401(k) ACT Shares
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • SB Pychx OFS C
  • SB Pychx OFS R
  • SB Pychx OFS A
  • DWS Retirement Sevs Investment Offerings
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • NYLIM 401(k) Complete
  • Hartford RK Plus
  • Hartford CPS
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Bear Stearns
  • Protected Investors of America NTF
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • MSWM Brokerage
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • WF MFQ Screen Updated 03/31/2015
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Vanguard Load
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • Smith Barney Portfolio Manager
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • PAS
  • Fidelity Advisor 401(k) A Shares
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.25.2021
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Fidelity Advisor 401(k) C Shares
  • Fidelity Advisor 401(k) T Shares
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Prudential Advisors Command
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - 10.29.2021
  • Thrivent – Retail Eligible
  • Allowab (non-advisory)

Fund Summary

The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2020. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

Fund Overview

Category Target-Date 2020
Fund Family MFS
Net Assets 269.58M
YTD Return -11.56%
Yield 2.53%
Morningstar Rating
Inception Date Sep 29, 2005

Performance & Risk

YTD Return -11.56%
5y Average Return 2.61%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.63
Morningstar Risk Rating

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