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 (6), Ben Nastou (1), Erich Shigley (1) | |||
| 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 | 3.49% | |||
| Dividend | LTTAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.16% | |||
| Asset Allocation | LTTAX-NASDAQ | Click to Compare |
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| Cash | -5.09% | |||
| Stock | 26.41% | |||
| U.S. Stock | 19.84% | |||
| Non-U.S. Stock | 6.57% | |||
| Bond | 76.53% | |||
| U.S. Bond | 62.99% | |||
| Non-U.S. Bond | 13.54% | |||
| Preferred | 0.18% | |||
| Convertible | 0.00% | |||
| Other Net | 1.98% | |||
| Price History | LTTAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.07% | |||
| 30-Day Total Return | 1.03% | |||
| 60-Day Total Return | 2.39% | |||
| 90-Day Total Return | 3.87% | |||
| Year to Date Total Return | 6.04% | |||
| 1-Year Total Return | 6.21% | |||
| 2-Year Total Return | 19.76% | |||
| 3-Year Total Return | 19.12% | |||
| 5-Year Total Return | 25.27% | |||
| 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 | $13.68 | |||
| 1-Month Low NAV | $13.55 | |||
| 1-Month High NAV | $13.73 | |||
| 52-Week Low NAV | $12.62 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.09 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | LTTAX-NASDAQ | Click to Compare |
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| Beta | 0.47 | |||
| Standard Deviation | 8.04 | |||
| Balance Sheet | LTTAX-NASDAQ | Click to Compare |
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| Total Assets | 336.55M | |||
| Operating Ratios | LTTAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.71% | |||
| 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% | |||