fundvisualizer.com

MFS Lifetime 2025 R4LTTUX

Performance (before sales charge)

As of 12/31/2022

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 12/31/2022
Stock
19.62%
Non-U.S. Stock
6.55%
Bond
43.77%
Non-U.S. Bond
10.63%
Preferred
0.16%
Convertible
0.00%
Cash
17.29%
Other
1.98%

Due to rounding, percentages may not equal 100%.

Sectors

As of 12/31/2022

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 12/31/2022

Currency Cash CASH_USD
19.57%
MFS Total Return Bond R6
13.88%
MFS Limited Maturity R6
11.67%
MFS Government Securities R6
8.04%
MFS Inflation-Adjusted Bond R6
8.04%
MFS Global Opportunistic Bd R6
5.63%
MFS Blended Research Mid Cap Eq R6
2.85%
MFS Blended Research Intl Eq R6
2.67%
MFS High Income R6
2.49%
MFS Blended Research Value Equity R6
2.05%
Fund assets

$400.43 Million

Share class

Retirement

Morningstar category

Target-Date 2025

Expense ratio

0.47%

Investment objective

Asset Allocation

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