MFS Lifetime 2065 Fund C (LFTGX)
11.79
-0.01
(-0.08%)
USD |
Nov 06 2026
LFTGX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2026.
| Type | % Net |
|---|---|
| Cash | 2.86% |
| Stock | 87.92% |
| Bond | 8.96% |
| Convertible | 0.00% |
| Preferred | 0.12% |
| Other | 0.14% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 69.17% |
|---|---|
|
North America
|
66.76% |
| Canada | 2.23% |
| United States | 64.53% |
|
Latin America
|
2.41% |
| Brazil | 0.55% |
| Mexico | 0.16% |
| Peru | 0.18% |
As of September 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.86% |
|---|---|
| United Kingdom | 4.40% |
|
Europe Developed
|
11.98% |
| Austria | 0.03% |
| Belgium | 0.05% |
| Denmark | 0.28% |
| Finland | 0.02% |
| France | 2.53% |
| Germany | 1.47% |
| Greece | 0.17% |
| Ireland | 1.86% |
| Italy | 0.55% |
| Netherlands | 1.47% |
| Norway | 0.11% |
| Portugal | 0.14% |
| Spain | 0.54% |
| Sweden | 0.34% |
| Switzerland | 1.94% |
|
Europe Emerging
|
0.08% |
| Czech Republic | 0.01% |
| Poland | 0.00% |
| Russia | 0.00% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.40% |
| Israel | 0.14% |
| Qatar | 0.01% |
| Saudi Arabia | 0.07% |
| South Africa | 0.07% |
| United Arab Emirates | 0.11% |
| Greater Asia | 13.47% |
|---|---|
| Japan | 4.60% |
|
Australasia
|
1.23% |
| Australia | 1.17% |
|
Asia Developed
|
5.28% |
| Hong Kong | 0.77% |
| Singapore | 0.69% |
| South Korea | 1.51% |
| Taiwan | 2.28% |
|
Asia Emerging
|
2.37% |
| China | 1.38% |
| India | 0.77% |
| Indonesia | 0.12% |
| Malaysia | 0.01% |
| Philippines | 0.03% |
| Thailand | 0.04% |
| Unidentified Region | 0.50% |
|---|
Bond Credit Quality Exposure
| AAA | 9.27% |
| AA | 50.48% |
| A | 9.22% |
| BBB | 21.90% |
| BB | 1.39% |
| B | 0.48% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 2.72% |
| Not Available | 4.54% |
| Short Term | 0.00% |
As of September 30, 2026
Stock Sector Exposure
| Cyclical |
|
37.08% |
| Materials |
|
5.07% |
| Consumer Discretionary |
|
8.09% |
| Financials |
|
15.84% |
| Real Estate |
|
8.08% |
| Sensitive |
|
45.77% |
| Communication Services |
|
5.32% |
| Energy |
|
4.34% |
| Industrials |
|
13.09% |
| Information Technology |
|
23.03% |
| Defensive |
|
16.85% |
| Consumer Staples |
|
3.77% |
| Health Care |
|
10.35% |
| Utilities |
|
2.73% |
| Not Classified |
|
0.29% |
| Non Classified Equity |
|
0.29% |
As of September 30, 2026
Bond Sector Exposure
As of September 30, 2026
| Type | % Net |
|---|---|
| Government | 44.58% |
| Corporate | 31.52% |
| Securitized | 23.07% |
| Municipal | 0.43% |
| Other | 0.40% |
Bond Maturity Exposure
| Short Term |
|
10.29% |
| Less than 1 Year |
|
10.29% |
| Intermediate |
|
62.16% |
| 1 to 3 Years |
|
23.39% |
| 3 to 5 Years |
|
18.64% |
| 5 to 10 Years |
|
20.12% |
| Long Term |
|
27.07% |
| 10 to 20 Years |
|
13.08% |
| 20 to 30 Years |
|
10.11% |
| Over 30 Years |
|
3.88% |
| Other |
|
0.48% |
As of September 30, 2026