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MFS Lifetime Income Fund (MLLHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.00+0.01 (+0.08%)
At close: 06:25PM EDT

MFS Lifetime Income Fund

Mfs Series Trust XII

111 Huntington Avenue 24th Floor

Boston, MA 2199

Management Information
Natalie I. Shapiro,Lead Manager since August 31, 2018
Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date Retirement
Fund FamilyMFS
Net Assets440.77M
YTD Return-11.29%
Morningstar Rating★★★★
Inception DateSep 28, 2005

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseMLLHXCategory Average
Annual Report Expense Ratio (net)0.00%0.48%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.01%
Max Deferred Sales LoadN/A1.56%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A