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Morningstar

MFS Lifetime 2025 R3 LTTTX

Morningstar Medalist Rating
Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 12.98  /  −0.54 %
  • Total Assets 393.0 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.73%
  • Turnover 18%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis LTTTX

Will LTTTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LTTTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LTTTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LTTTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A beneficiary of the firm's breadth and depth of resources.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The MFS Lifetime target-date series benefits from the firm’s well-regarded active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings LTTTX

More LTTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Total Return Bond R6

17.60 69.0 Mil
—

MFS Limited Maturity R6

16.67 65.4 Mil
—

MFS Inflation-Adjusted Bond R6

9.87 38.7 Mil
—

MFS Government Securities R6

9.24 36.2 Mil
—

MFS Global Opportunistic Bd R6

6.97 27.3 Mil
—

MFS Blended Research Mid Cap Eq R6

3.36 13.2 Mil
—

Currency Cash CASH_USD

3.24 12.7 Mil
Cash and Equivalents

MFS Blended Research Intl Eq R6

2.97 11.7 Mil
—

MFS High Income R6

2.62 10.3 Mil
—

MFS Blended Research Value Equity R6

2.33 9.1 Mil
—