MFS Lifetime 2065 Fund C (LFTGX)
11.15
-0.10
(-0.89%)
USD |
Feb 05 2026
LFTGX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.98% |
| Stock | 87.58% |
| Bond | 8.97% |
| Convertible | 0.00% |
| Preferred | 0.10% |
| Other | 0.37% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 68.29% |
|---|---|
|
North America
|
66.39% |
| Canada | 2.27% |
| United States | 64.11% |
|
Latin America
|
1.90% |
| Brazil | 0.59% |
| Chile | 0.01% |
| Mexico | 0.17% |
| Peru | 0.14% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.88% |
|---|---|
| United Kingdom | 4.81% |
|
Europe Developed
|
12.53% |
| Austria | 0.15% |
| Denmark | 0.24% |
| Finland | 0.10% |
| France | 2.57% |
| Germany | 1.58% |
| Greece | 0.22% |
| Ireland | 2.12% |
| Italy | 0.37% |
| Netherlands | 1.35% |
| Norway | 0.06% |
| Portugal | 0.12% |
| Spain | 0.43% |
| Sweden | 0.31% |
| Switzerland | 2.30% |
|
Europe Emerging
|
0.09% |
| Czech Republic | 0.01% |
| Poland | 0.01% |
| Russia | 0.00% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.45% |
| Israel | 0.12% |
| Qatar | 0.01% |
| Saudi Arabia | 0.06% |
| South Africa | 0.11% |
| United Arab Emirates | 0.14% |
| Greater Asia | 13.30% |
|---|---|
| Japan | 4.91% |
|
Australasia
|
1.39% |
| Australia | 1.34% |
|
Asia Developed
|
4.19% |
| Hong Kong | 0.96% |
| Singapore | 0.45% |
| South Korea | 1.15% |
| Taiwan | 1.55% |
|
Asia Emerging
|
2.82% |
| China | 1.50% |
| India | 0.97% |
| Indonesia | 0.17% |
| Malaysia | 0.00% |
| Philippines | 0.03% |
| Thailand | 0.14% |
| Unidentified Region | 0.52% |
|---|
Bond Credit Quality Exposure
| AAA | 7.20% |
| AA | 55.79% |
| A | 9.47% |
| BBB | 18.53% |
| BB | 1.82% |
| B | 0.34% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 3.50% |
| Not Available | 3.34% |
| Short Term | 0.00% |
As of December 31, 2025
Stock Sector Exposure
| Cyclical |
|
34.74% |
| Materials |
|
4.05% |
| Consumer Discretionary |
|
8.44% |
| Financials |
|
14.95% |
| Real Estate |
|
7.29% |
| Sensitive |
|
38.58% |
| Communication Services |
|
5.41% |
| Energy |
|
3.61% |
| Industrials |
|
12.15% |
| Information Technology |
|
17.40% |
| Defensive |
|
16.66% |
| Consumer Staples |
|
4.06% |
| Health Care |
|
9.24% |
| Utilities |
|
3.36% |
| Not Classified |
|
10.03% |
| Non Classified Equity |
|
0.23% |
| Not Classified - Non Equity |
|
9.80% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 50.43% |
| Corporate | 29.17% |
| Securitized | 19.63% |
| Municipal | 0.32% |
| Other | 0.45% |
Bond Maturity Exposure
| Short Term |
|
17.46% |
| Less than 1 Year |
|
17.46% |
| Intermediate |
|
59.61% |
| 1 to 3 Years |
|
17.70% |
| 3 to 5 Years |
|
21.05% |
| 5 to 10 Years |
|
20.86% |
| Long Term |
|
22.45% |
| 10 to 20 Years |
|
11.74% |
| 20 to 30 Years |
|
8.20% |
| Over 30 Years |
|
2.51% |
| Other |
|
0.47% |
As of December 31, 2025