MFS Lifetime 2065 Class R3 LFTLX
Strategy
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the fund’s name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. MFS (the investment adviser) invests substantially all of the fund’s assets in other MFS mutual funds. MFS normally invests the underlying funds’ assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the underlying funds’ assets in issuers in a single industry, sector, country, or region.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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LFTHX
| MFS Lifetime 2065 Class I | Institutional | Open | $2.46M | 0.540% | Above Average | $0 | $1.69M | |||
LFTFX
| MFS Lifetime 2065 Class A | Front Load | Open | $4.88M | 0.790% | Below Average | $1,000 | $1.73M | |||
LFTGX
| MFS Lifetime 2065 Class C | Level Load | Open | $591,558.00 | 1.540% | Above Average | $1,000 | $146,416.64 | |||
LFTMX
| MFS Lifetime 2065 Class R4 | Retirement, Large | Open | $1.41M | 0.540% | Above Average | $0 | $165,000.52 | |||
LFTNX
| MFS Lifetime 2065 Class R6 | Retirement, Large | Open | $38.99M | 0.400% | Average | $0 | $11.31M | |||
LFTLX
| MFS Lifetime 2065 Class R3 | Retirement, Medium | Open | $12.00M | 0.790% | Below Average | $0 | −$2.09M | |||
LFTKX
| MFS Lifetime 2065 Class R2 | Retirement, Medium | Limited | $2.05M | 1.040% | Average | $0 | $33,212.06 | |||
LFTJX
| MFS Lifetime 2065 Class R1 | Retirement, Small | Limited | $82,887.00 | 1.540% | High | $0 | $360.68 |
United States