fundvisualizer.com

MFS Lifetime 2040 R4MLFJX

Performance (before sales charge)

As of 01/31/2024

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 01/31/2024
Stock
51.95%
Non-U.S. Stock
23.71%
Bond
15.02%
Non-U.S. Bond
7.53%
Preferred
0.06%
Convertible
0.01%
Cash
-2.60%
Other
4.31%

Due to rounding, percentages may not equal 100%.

Sectors

As of 01/31/2024

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 01/31/2024

MFS Blended Research Mid Cap Eq R6
9.12%
MFS Blended Research Intl Eq R6
8.94%
MFS Value R6
5.09%
MFS Blended Research Value Equity R6
5.07%
MFS Blended Research Growth Eq R6
4.65%
MFS Growth R6
4.65%
MFS Research R6
4.59%
MFS Blended Research Core Equity R6
4.59%
MFS Mid Cap Value R6
4.56%
MFS Mid Cap Growth R6
4.55%
Fund assets

$729.45 Million

Share class

Retirement

Morningstar category

Target-Date 2040

Expense ratio

0.57%

Investment objective

Asset Allocation

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