MFS Lifetime 2025 Fund Class B
LTTBX
NASDAQ
| Weiss Ratings | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | MFS | |||
| Manager/Tenure (Years) | Natalie I. Shapiro (6), Benjamin R. Nastou (1), Erich Shigley (1) | |||
| Website | http://www.mfs.com | |||
| Fund Information | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | MFS Lifetime 2025 Fund Class B | |||
| 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 | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.04 | |||
| Dividends and Shares | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.40% | |||
| Dividend | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.28% | |||
| Asset Allocation | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -4.14% | |||
| Stock | 26.30% | |||
| U.S. Stock | 20.06% | |||
| Non-U.S. Stock | 6.24% | |||
| Bond | 76.03% | |||
| U.S. Bond | 62.70% | |||
| Non-U.S. Bond | 13.33% | |||
| Preferred | 0.17% | |||
| Convertible | 0.01% | |||
| Other Net | 1.63% | |||
| Price History | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.07% | |||
| 30-Day Total Return | 0.60% | |||
| 60-Day Total Return | 3.80% | |||
| 90-Day Total Return | 1.59% | |||
| Year to Date Total Return | 3.16% | |||
| 1-Year Total Return | 5.67% | |||
| 2-Year Total Return | 13.74% | |||
| 3-Year Total Return | 19.68% | |||
| 5-Year Total Return | 22.93% | |||
| Price | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $13.38 | |||
| 1-Month Low NAV | $13.19 | |||
| 1-Month High NAV | $13.43 | |||
| 52-Week Low NAV | $12.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.00 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.48 | |||
| Standard Deviation | 8.80 | |||
| Balance Sheet | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 347.56M | |||
| Operating Ratios | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.46% | |||
| Turnover Ratio | 17.00% | |||
| Performance | LTTBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 7.79% | |||
| Last Bear Market Total Return | -8.50% | |||