MFS Lifetime 2035 Fund I (LFEDX)
17.68
-0.12
(-0.67%)
USD |
Mar 04 2025
Returns Chart
Key Stats
Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
---|---|---|---|
-- | -- | -- | -- |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
-- | -- | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The Fund seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the Fund's name; thereafter the Fund will seek total return through a combination of current income and capital appreciation. The Fund invests substantially all of its assets in other MFS mutual funds. |
General | |
Security Type | Mutual Fund |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Global Peer Group | Target Maturity MA USD 2035 |
Peer Group | Mixed-Asset Target 2035 Funds |
Global Macro | Target Maturity |
US Macro | Mixed-Assets Target Date Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | Growth & Income Funds |
Fund Owner Firm Name | MFS |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group Low
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Peer Group High
3 Months
% Rank:
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--
Peer Group Low
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Peer Group High
3 Years
% Rank:
--
--
Peer Group Low
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Peer Group High
6 Months
% Rank:
--
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Peer Group Low
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Peer Group High
5 Years
% Rank:
--
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Peer Group Low
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Peer Group High
YTD
% Rank:
--
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Peer Group Low
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Peer Group High
10 Years
% Rank:
--
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of January 31, 2025.
Type | % Net |
---|---|
Cash | 4.53% |
Stock | 57.70% |
Bond | 37.38% |
Convertible | 0.00% |
Preferred | 0.04% |
Other | 0.35% |
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
MFS Government Securities Fund R6 | 8.10% | 8.64 | -0.23% |
MFS Total Return Bond Fund R6 | 7.59% | 9.57 | -0.31% |
MFS Blended Research Mid Cap Equity Fund R6 | 7.33% | 13.88 | -1.56% |
MFS Inflation-Adjusted Bond Fund R6 | 6.69% | 9.19 | -0.33% |
MFS Blended Research International Equity Fund R6 | 6.41% | 13.67 | 0.07% |
MFS Global Opportunistic Bond Fund R6 | 4.68% | 8.18 | -0.12% |
MFS Blended Research Value Equity Fund R6 | 4.17% | 15.60 | -1.95% |
MFS Value Fund R6 | 4.15% | 50.07 | -2.00% |
MFS High Income Fund R6 | 3.97% | 3.10 | -0.32% |
MFS Growth Fund R6 | 3.77% | 195.65 | -0.97% |
Fees & Availability
Fees | |
Actual 12B-1 Fee | -- |
Actual Management Fee | -- |
Administration Fee | 165.0% |
Maximum Front Load | -- |
Maximum Deferred Load | -- |
Maximum Redemption Fee | -- |
General Availability | |
Available for Insurance Product | -- |
Available for RRSP | -- |
Purchase Details | |
Open to New Investors |
|
Minimum Initial Investment | 0.00 None |
Minimum Subsequent Investment | 0.00 None |
Basic Info
Investment Strategy | |
The Fund seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the Fund's name; thereafter the Fund will seek total return through a combination of current income and capital appreciation. The Fund invests substantially all of its assets in other MFS mutual funds. |
General | |
Security Type | Mutual Fund |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Global Peer Group | Target Maturity MA USD 2035 |
Peer Group | Mixed-Asset Target 2035 Funds |
Global Macro | Target Maturity |
US Macro | Mixed-Assets Target Date Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | Growth & Income Funds |
Fund Owner Firm Name | MFS |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Fundamentals
General | |
Distribution Yield | -- |
Dividend Yield TTM | -- |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Stock | |
Weighted Average PE Ratio | -- |
Weighted Average Price to Sales Ratio | -- |
Weighted Average Price to Book Ratio | -- |
Weighted Median ROE | -- |
Weighted Median ROA | -- |
ROI (TTM) | -- |
Return on Investment (TTM) | -- |
Earning Yield | -- |
LT Debt / Shareholders Equity | -- |
Bond | |
Yield to Maturity | -- |
Average Coupon | -- |
Calculated Average Quality | -- |
Effective Maturity | -- |
Nominal Maturity | -- |
Growth Metrics
EPS Growth (1Y) | 16.92% |
EPS Growth (3Y) | 19.33% |
EPS Growth (5Y) | 12.10% |
Sales Growth (1Y) | 9.46% |
Sales Growth (3Y) | 14.46% |
Sales Growth (5Y) | 10.86% |
Sales per Share Growth (1Y) | 11.54% |
Sales per Share Growth (3Y) | 14.69% |
Operating Cash Flow - Growth Ratge (3Y) | 15.65% |
As of January 31, 2025
Fund Details
Key Dates | |
Inception Date | 11/2/2012 |
Last Annual Report Date | 4/30/2024 |
Last Prospectus Date | 8/28/2024 |
Share Classes | |
LFEAX | A |
LFEBX | B |
LFECX | C |
LFEKX | Retirement |
LFERX | Retirement |
LFESX | Retirement |
LFETX | Retirement |
LFEUX | Retirement |
Attributes | |
Index Fund | -- |
Inverse Fund | -- |
Leveraged Fund | -- |
Fund of Funds |
|
Currency Hedged Fund | -- |
Synthetic Replication Fund | No |
Top Portfolio Holders
Name | % Weight |
---|---|
Portfolio A | 5.00% |
Portfolio B | 3.50% |
Portfolio C | 2.25% |
Excel Add-In Codes
Name: =YCI("M:LFEDX", "name") |
Broad Asset Class: =YCI("M:LFEDX", "broad_asset_class") |
Broad Category: =YCI("M:LFEDX", "broad_category_group") |
Prospectus Objective: =YCI("M:LFEDX", "prospectus_objective") |
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |