MFS Lifetime 2035 Fund Class R3
LFETX
NASDAQ
| Weiss Ratings | LFETX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | LFETX-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 | LFETX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2035 Fund Class R3 | |||
| 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 | LFETX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.67% | |||
| Dividend | LFETX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.19% | |||
| Asset Allocation | LFETX-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 | LFETX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.16% | |||
| 30-Day Total Return | 2.34% | |||
| 60-Day Total Return | 3.02% | |||
| 90-Day Total Return | 10.22% | |||
| Year to Date Total Return | 7.57% | |||
| 1-Year Total Return | 10.60% | |||
| 2-Year Total Return | 22.97% | |||
| 3-Year Total Return | 35.67% | |||
| 5-Year Total Return | 56.03% | |||
| Price | LFETX-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 | LFETX-NASDAQ | Click to Compare |
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| Nav | $18.75 | |||
| 1-Month Low NAV | $18.29 | |||
| 1-Month High NAV | $18.80 | |||
| 52-Week Low NAV | $16.29 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.00 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | LFETX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 12.15 | |||
| Balance Sheet | LFETX-NASDAQ | Click to Compare |
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| Total Assets | 626.55M | |||
| Operating Ratios | LFETX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.79% | |||
| Turnover Ratio | 14.00% | |||
| Performance | LFETX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.41% | |||
| Last Bear Market Total Return | -11.99% | |||