MFS Lifetime 2035 Fund Class R1
LFERX
NASDAQ
| Weiss Ratings | LFERX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LFERX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (6), Benjamin R. Nastou (1), Erich Shigley (1) | |||
| Website | http://www.mfs.com | |||
| Fund Information | LFERX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2035 Fund Class R1 | |||
| Category | Target-Date 2035 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 02, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LFERX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.05% | |||
| Dividend | LFERX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.19% | |||
| Asset Allocation | LFERX-NASDAQ | Click to Compare |
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| Cash | -4.35% | |||
| Stock | 58.86% | |||
| U.S. Stock | 43.04% | |||
| Non-U.S. Stock | 15.82% | |||
| Bond | 42.30% | |||
| U.S. Bond | 32.49% | |||
| Non-U.S. Bond | 9.81% | |||
| Preferred | 0.10% | |||
| Convertible | 0.00% | |||
| Other Net | 3.09% | |||
| Price History | LFERX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.21% | |||
| 30-Day Total Return | 2.31% | |||
| 60-Day Total Return | 2.93% | |||
| 90-Day Total Return | 10.06% | |||
| Year to Date Total Return | 7.14% | |||
| 1-Year Total Return | 9.82% | |||
| 2-Year Total Return | 21.14% | |||
| 3-Year Total Return | 32.73% | |||
| 5-Year Total Return | 50.12% | |||
| Price | LFERX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LFERX-NASDAQ | Click to Compare |
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| Nav | $18.59 | |||
| 1-Month Low NAV | $18.14 | |||
| 1-Month High NAV | $18.64 | |||
| 52-Week Low NAV | $16.18 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.80 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | LFERX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 12.16 | |||
| Balance Sheet | LFERX-NASDAQ | Click to Compare |
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| Total Assets | 626.55M | |||
| Operating Ratios | LFERX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.54% | |||
| Turnover Ratio | 14.00% | |||
| Performance | LFERX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.95% | |||
| Last Bear Market Total Return | -12.15% | |||