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LFEBX
Mutual Fund ticker: NASDAQ
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MFS Lifetime 2035 B (LFEBX) Ownership - Who owns MFS Lifetime 2035 B?

The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2035; thereafter, the fund will seek total return through a combination of current income and capital appreciation... Show more

Profile

Category
Target-Date 2035
Address
Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com

Details

Group
Balanced Funds
Category
Target Date 2031-2035
Total Expense Ratio
1.52
Min. Initial Investment
1000.00
Fund Existence
about 13 years
Turnover
14.00
Front Load
N/A
Net Assets
642559200.00
Manager Tenure
N/A

Fundamentals

LFEBX
Net Assets
643M
Fund Existence
about 13 years
Turnover
14.00
Total Expense Ratio
1.52
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2035
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.73
Assets in Top Ten Holdings
316M
Average Credit Quality
12
Average Effective Duration
N/A
Average Effective Maturity
7.34
Fund of Funds
Yes
Fund Share Class Net Assets
272K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
5.51
No Load Fund
No
Number of Long Holdings
29.00
Number of Net Holdings
29.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.52
Weighting Top Ten Holdings
58.67%
Gain YTD
11.755
Annual Yield % from dividends
1.66
Returns for 1 year
5.80
Returns for 3 years
24.66
Returns for 5 years
25.47
Returns for 10 years
75.86
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2035
Address
Mfs Series Trust XII111 Huntington Avenue 24th FloorBoston
Phone
1-800-637-2929
Web
http://www.mfs.com