MFS Lifetime 2025 Fund Class A
LTTAX
NASDAQ
| Weiss Ratings | LTTAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LTTAX-NASDAQ | Click to Compare |
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| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (7), Ben Nastou (2), Erich Shigley (2) | |||
| Website | http://www.mfs.com | |||
| Fund Information | LTTAX-NASDAQ | Click to Compare |
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| Fund Name | MFS Lifetime 2025 Fund Class A | |||
| Category | Target-Date 2025 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 02, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | LTTAX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.11% | |||
| Dividend | LTTAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.86% | |||
| Asset Allocation | LTTAX-NASDAQ | Click to Compare |
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| Cash | -11.37% | |||
| Stock | 25.56% | |||
| U.S. Stock | 19.00% | |||
| Non-U.S. Stock | 6.56% | |||
| Bond | 83.55% | |||
| U.S. Bond | 71.39% | |||
| Non-U.S. Bond | 12.16% | |||
| Preferred | 0.22% | |||
| Convertible | 0.00% | |||
| Other Net | 2.04% | |||
| Price History | LTTAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.00% | |||
| 30-Day Total Return | -1.43% | |||
| 60-Day Total Return | -0.83% | |||
| 90-Day Total Return | 0.22% | |||
| Year to Date Total Return | 0.38% | |||
| 1-Year Total Return | 8.43% | |||
| 2-Year Total Return | 14.10% | |||
| 3-Year Total Return | 23.40% | |||
| 5-Year Total Return | 19.50% | |||
| Price | LTTAX-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 | LTTAX-NASDAQ | Click to Compare |
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| Nav | $13.09 | |||
| 1-Month Low NAV | $12.90 | |||
| 1-Month High NAV | $13.29 | |||
| 52-Week Low NAV | $12.62 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.08 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | LTTAX-NASDAQ | Click to Compare |
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| Beta | 0.42 | |||
| Standard Deviation | 6.02 | |||
| Balance Sheet | LTTAX-NASDAQ | Click to Compare |
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| Total Assets | 287.26M | |||
| Operating Ratios | LTTAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.70% | |||
| Turnover Ratio | 9.00% | |||
| Performance | LTTAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.32% | |||
| Last Bear Market Total Return | -8.37% | |||