fundvisualizer.com

MFS Lifetime Income R6MLLKX

Performance (before sales charge)

As of 06/30/2024

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 05/31/2024
Stock
18.86%
Non-U.S. Stock
6.31%
Bond
63.90%
Non-U.S. Bond
9.36%
Preferred
0.22%
Convertible
0.02%
Cash
-0.74%
Other
2.06%

Due to rounding, percentages may not equal 100%.

Sectors

As of 05/31/2024

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 05/31/2024

MFS Limited Maturity R6
20.00%
MFS Total Return Bond R6
19.33%
MFS Inflation-Adjusted Bond R6
9.93%
MFS Government Securities R6
9.31%
MFS Global Opportunistic Bd R6
7.00%
Currency Cash CASH_USD
3.01%
MFS Blended Research Mid Cap Eq R6
3.00%
MFS Blended Research Intl Eq R6
2.50%
MFS Global Real Estate R6
2.01%
MFS Value R6
2.01%
Fund assets

$621.94 Million

Share class

Retirement

Morningstar category

Target-Date Retirement

Expense ratio

0.33%

Investment objective

Growth and Income

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