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MFS Lifetime 2030 C (MLTCX)


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MFS Lifetime 2030 C

Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston, MA 2199
800-225-2606
Management Information
Joseph C. Flaherty,Lead Manager since September 28, 2005
Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios. Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005. He earned a Bachelor of Science degree in mechanical engineering from Tufts University in 1984 and an MBA from Bentley College in 1990.
Morningstar Style Box
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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 2030
Fund FamilyMFS
Net Assets545.65M
YTD Return8.08%
Yield0.52%
Morningstar Rating★★
Inception DateSep 28, 2005

Fund Operations

Last Dividend0.08
Last Cap Gain0.00
Holdings Turnover50.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMLTCXCategory Average
Annual Report Expense Ratio (net)1.00%0.41%
Prospectus Net Expense Ratio1.64%N/A
Prospectus Gross Expense Ratio1.87%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.26%
Max Deferred Sales Load1.00%1.81%
3 Yr Expense Projection566N/A
5 Yr Expense Projection990N/A
10 Yr Expense Projection2,172N/A