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Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

MFS® Lifetime® 2010 Fund

MFSBX |

-

$113 M

-

1.35%

Vitals

YTD Return

N/A

1 yr return

5.4%

3 Yr Avg Return

4.6%

5 Yr Avg Return

7.9%

Net Assets

$113 M

Holdings in Top 10

84.9%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 1.35%

SALES FEES

Front Load N/A

Deferred Load 4.00%

TRADING FEES

Turnover 21.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$1,000

IRA

$250

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

MFS® Lifetime® 2010 Fund

MFSBX |

-

$113 M

-

1.35%

MFSBX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 3.7%
  • 5 Yr Annualized Total Return 7.6%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 1.40%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    MFS® Lifetime® 2010 Fund
  • Fund Family Name
    MFS
  • Inception Date
    Sep 29, 2005
  • Shares Outstanding
    N/A
  • Share Class
    B
  • Currency
    USD
  • Domiciled Country
    United States

Fund Description

MFSBX - Performance

Return Ranking - Trailing

Period MFSBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 270.1% N/A
1 Yr 5.4% -64.0% 270.1% N/A
3 Yr 4.6%* -41.4% 115.6% N/A
5 Yr 7.9%* -30.7% 58.6% N/A
10 Yr N/A* -8.4% 26.2% N/A

* Annualized

Return Ranking - Calendar

Period MFSBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -67.1% 73.0% N/A
2022 N/A -76.0% 74.8% N/A
2021 N/A -58.1% 900.0% N/A
2020 N/A -51.1% 336.8% N/A
2019 N/A -60.1% 304.1% N/A

Total Return Ranking - Trailing

Period MFSBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 270.1% N/A
1 Yr 1.4% -64.0% 270.1% N/A
3 Yr 3.7%* -30.7% 115.6% N/A
5 Yr 7.6%* -30.7% 58.6% N/A
10 Yr N/A* -8.4% 26.3% N/A

* Annualized

Total Return Ranking - Calendar

Period MFSBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -67.1% 76.6% N/A
2022 N/A -30.7% 76.8% N/A
2021 N/A -58.1% 900.0% N/A
2020 N/A -51.1% 341.1% N/A
2019 N/A -60.1% 304.1% N/A

MFSBX - Holdings

Concentration Analysis

MFSBX Category Low Category High MFSBX % Rank
Net Assets 113 M 0 814 B N/A
Number of Holdings 23 1 17358 N/A
Net Assets in Top 10 96 M -28.8 B 134 B N/A
Weighting of Top 10 84.91% 0.0% 20474.3% N/A

Top 10 Holdings

Asset Allocation

Weighting Return Low Return High MFSBX % Rank
Bonds 		65.86% -955.59% 533.06% N/A
Stocks 		25.43% -142.98% 259.25% N/A
Cash 		8.25% -483.27% 7388.76% N/A
Other 		0.24% -7288.76% 493.15% N/A
Preferred Stocks 		0.21% -0.12% 80.89% N/A
Convertible Bonds 		0.01% -0.37% 166.23% N/A

Stock Sector Breakdown

Weighting Return Low Return High MFSBX % Rank
Financial Services 		3.97% -7.59% 99.28% N/A
Consumer Cyclical 		3.85% -18.86% 87.44% N/A
Industrials 		3.40% -21.11% 93.31% N/A
Technology 		3.15% -19.01% 99.57% N/A
Healthcare 		3.14% -15.38% 100.00% N/A
Consumer Defense 		2.42% -7.54% 98.24% N/A
Energy 		1.71% -7.00% 121.80% N/A
Real Estate 		1.37% -11.04% 100.00% N/A
Basic Materials 		1.16% -5.18% 96.19% N/A
Communication Services 		0.73% -4.54% 90.02% N/A
Utilities 		0.50% -3.80% 94.95% N/A

Stock Geographic Breakdown

Weighting Return Low Return High MFSBX % Rank
US 		18.53% -142.98% 126.43% N/A
Non US 		6.90% -24.89% 159.65% N/A

Bond Sector Breakdown

Weighting Return Low Return High MFSBX % Rank
Corporate 		26.02% -15.73% 3345.86% N/A
Government 		24.44% -3298.93% 457.08% N/A
Securitized 		14.98% -35.05% 159.61% N/A
Cash & Equivalents 		8.26% -452.21% 7388.76% N/A
Municipal 		0.41% 0.00% 110.18% N/A
Derivative 		0.00% -511.61% 48.69% N/A

Bond Geographic Breakdown

Weighting Return Low Return High MFSBX % Rank
US 		50.47% -955.59% 499.56% N/A
Non US 		15.39% -150.85% 464.75% N/A

MFSBX - Expenses

Operational Fees

MFSBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.35% 0.00% 928.63% N/A
Management Fee 0.00% 0.00% 2.87% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 52000.00% N/A

Sales Fees

MFSBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 25.00% N/A
Deferred Load 4.00% 0.25% 5.50% N/A

Trading Fees

MFSBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

MFSBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 21.00% 0.00% 5067.00% N/A

MFSBX - Distributions

Dividend Yield Analysis

MFSBX Category Low Category High MFSBX % Rank
Dividend Yield 0.00% 0.00% 87.51% N/A

Dividend Distribution Analysis

MFSBX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Monthly Annually

Net Income Ratio Analysis

MFSBX Category Low Category High MFSBX % Rank
Net Income Ratio 1.40% -46.00% 10.10% N/A

Capital Gain Distribution Analysis

MFSBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Distributions History

View More +

MFSBX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 43.76 4.66 4.5

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