MENU
LFERX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

MFS Lifetime 2035 R1 (LFERX) Ownership - Who owns MFS Lifetime 2035 R1?

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
N/A
Fund Existence
almost 13 years
Turnover
14.00
Front Load
N/A
Net Assets
647178100.00
Manager Tenure
N/A

Fundamentals

LFERX
Net Assets
647M
Fund Existence
almost 13 years
Turnover
14.00
Total Expense Ratio
1.52
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
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
13
Average Effective Duration
5.04
Average Effective Maturity
7.35
Fund of Funds
Yes
Fund Share Class Net Assets
1.37M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
5.45
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
58.58%
Gain YTD
10.490
Annual Yield % from dividends
1.98
Returns for 1 year
5.75
Returns for 3 years
34.92
Returns for 5 years
30.50
Returns for 10 years
78.19
View a ticker or compare two or three
Interact to see
Advertisement
A.I.Advisor
published price charts
These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

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