MFS Lifetime 2055 Fund R1 (LFIRX)
20.48
+0.39
(+1.94%)
USD |
May 12 2025
LFIRX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 4.32% |
| Stock | 86.43% |
| Bond | 8.90% |
| Convertible | 0.00% |
| Preferred | 0.07% |
| Other | 0.28% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 68.13% |
|---|---|
|
North America
|
66.57% |
| Canada | 2.09% |
| United States | 64.48% |
|
Latin America
|
1.57% |
| Brazil | 0.50% |
| Chile | 0.00% |
| Mexico | 0.20% |
| Peru | 0.13% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.91% |
|---|---|
| United Kingdom | 4.81% |
|
Europe Developed
|
13.56% |
| Austria | 0.13% |
| Belgium | 0.00% |
| Denmark | 0.47% |
| Finland | 0.06% |
| France | 2.96% |
| Germany | 1.58% |
| Greece | 0.19% |
| Ireland | 2.11% |
| Italy | 0.37% |
| Netherlands | 1.63% |
| Norway | 0.10% |
| Portugal | 0.12% |
| Spain | 0.82% |
| Sweden | 0.19% |
| Switzerland | 2.14% |
|
Europe Emerging
|
0.05% |
| Czech Republic | 0.01% |
| Russia | 0.00% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.48% |
| Israel | 0.14% |
| Qatar | 0.02% |
| Saudi Arabia | 0.06% |
| South Africa | 0.08% |
| United Arab Emirates | 0.18% |
| Greater Asia | 12.48% |
|---|---|
| Japan | 4.52% |
|
Australasia
|
1.44% |
| Australia | 1.36% |
|
Asia Developed
|
3.62% |
| Hong Kong | 0.77% |
| Singapore | 0.42% |
| South Korea | 0.98% |
| Taiwan | 1.39% |
|
Asia Emerging
|
2.89% |
| China | 1.53% |
| India | 1.01% |
| Indonesia | 0.17% |
| Philippines | 0.04% |
| Thailand | 0.14% |
| Unidentified Region | 0.49% |
|---|
Bond Credit Quality Exposure
| AAA | 7.08% |
| AA | 54.77% |
| A | 6.75% |
| BBB | 19.56% |
| BB | 1.94% |
| B | 0.28% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 4.82% |
| Not Available | 4.79% |
| Short Term | 0.00% |
As of March 31, 2025
Stock Sector Exposure
| Cyclical |
|
32.46% |
| Materials |
|
4.92% |
| Consumer Discretionary |
|
7.01% |
| Financials |
|
13.05% |
| Real Estate |
|
7.48% |
| Sensitive |
|
39.59% |
| Communication Services |
|
5.09% |
| Energy |
|
4.00% |
| Industrials |
|
12.58% |
| Information Technology |
|
17.93% |
| Defensive |
|
17.00% |
| Consumer Staples |
|
4.56% |
| Health Care |
|
9.63% |
| Utilities |
|
2.81% |
| Not Classified |
|
10.95% |
| Non Classified Equity |
|
1.51% |
| Not Classified - Non Equity |
|
9.44% |
As of July 31, 2024
Bond Sector Exposure
As of March 31, 2025
| Type | % Net |
|---|---|
| Government | 50.98% |
| Corporate | 27.68% |
| Securitized | 20.27% |
| Municipal | 0.48% |
| Other | 0.59% |
Bond Maturity Exposure
| Short Term |
|
14.08% |
| Less than 1 Year |
|
14.08% |
| Intermediate |
|
61.44% |
| 1 to 3 Years |
|
25.64% |
| 3 to 5 Years |
|
13.72% |
| 5 to 10 Years |
|
22.08% |
| Long Term |
|
23.76% |
| 10 to 20 Years |
|
13.07% |
| 20 to 30 Years |
|
8.05% |
| Over 30 Years |
|
2.64% |
| Other |
|
0.73% |
As of March 31, 2025