MFS Lifetime 2010 A (MFSAX)
This MFS Lifetime 2010 fund objective is to achieve a high level total return. This balanced fund is designed to provide diversification among different asset classes by investing the majority of assets in other MFS mutual funds. Within the stock fund allocations, MFS seeks to diversify globally (by including domestic and international underlying funds). It may invest in various market capitalizations such as large cap, mid cap, and small cap. It may use different investing styles such as blend, growth, and value style. This MFS fund also invests in various MFS bond funds with variety of interest rate and credit exposure.
Fund Profile
- Fund Inception Date: 09/29/2005
- Ticker Symbol: MFSAX
- CUSIP: 55275E879
- Beta (3yr): 0.54
- Rank in category (2011): 16%
- Category: Target Date 2000-2010
- Yield: 3.22%
- Capital Gains: 0%
- Expense Ratio: 0.97%
- Net Assets: $ 60.7 million
- Number of Years Up: 5 years
- Number of Years Down: 1 year
- Annual Turnover Rate: 29%