Morningstar

MFS Lifetime Income Fund Class A MLLAX

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Strategy

The investment seeks total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes by investing the majority of its assets in other mutual funds advised by MFS. Within the stock fund allocations, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style. Within the bond fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure.

Related Share Classes

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MLLIX
MFS Lifetime Income Fund Class IInstitutionalOpen $47.40M0.440%Above Average$0−$1.72M
MLLAX
MFS Lifetime Income Fund Class AFront LoadOpen $201.71M0.690%Below Average$1,000−$16.15M
MLLBX
MFS Lifetime Income Fund Class BDeferred LoadClosed $162,764.001.440%Low$1,000−$190,525.33
MLLCX
MFS Lifetime Income Fund Class CLevel LoadOpen $10.73M1.440%Above Average$1,000−$3.28M
MLLJX
MFS Lifetime Income Fund Class R4Retirement, LargeOpen $21.99M0.440%Above Average$0−$5.06M
MLLKX
MFS Lifetime Income Fund Class R6Retirement, LargeOpen $281.89M0.320%Average$0−$47.99M
MLLHX
MFS Lifetime Income Fund Class R3Retirement, MediumOpen $108.67M0.690%Low$0−$35.21M
MLLGX
MFS Lifetime Income Fund Class R2Retirement, Medium— $28.35M0.940%Average$0−$2.04M
MLLEX
MFS Lifetime Income Fund Class R1Retirement, Small— $2.83M1.440%Low$0$6,296.98

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