Mutual Fund Insights: MFS Lifetime 2020 R2 Fund (MFLGX)

In-depth Analysis of MFS Lifetime 2020 R2 Fund (MFLGX)

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See MFS Lifetime 2020 R2 Fund (MFLGX) performance details as of February 28, 2010

  

Last Trade: $10.04 on 3/19/2010, Change: -0.03 (-0.3%)

  

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 4.5 years   [Similar Funds: MFLAX  MFLBX  MFLCX  MFLEX  MFLHX  MFLIX  MFLJX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

Flaherty is senior vice president of MFS and manager of the quantitative research group. Joseph C. Flaherty Jr. joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst and assistant vice president in 1996. Joseph C. Flaherty Jr. became manager of the quantitative research group in 1998 and portfolio manager in 1999.  Get more insights on Joseph C. Flaherty Jr.

  

 What we like about MFS Lifetime 2020 R2 Fund (MFLGX)

Data for MFS Lifetime 2020 R2 Fund (MFLGX) as of February 28, 2010

• MFS Lifetime 2020 R2 Fund (MFLGX) management has been with MFS Lifetime 2020 R2 Fund for 4.5 years
• MFS Lifetime 2020 R2 Fund (MFLGX) has good short-term performance (1-year return 42.55% vs 40.08 % Target Date 2016-2020 category average)
• MFS Lifetime 2020 R2 Fund (MFLGX) has a Morningstar rating of 4 and above
• MFS Lifetime 2020 R2 Fund (MFLGX) has an annual stock turnover rate of 38.00% vs Target Date 2016-2020 average of 38.28%. It is good that MFS Lifetime 2020 R2 management does not trade extensively for its return.
• MFS Lifetime 2020 R2 Fund (MFLGX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.76, lower than category average of 16.66
• MFS Lifetime 2020 R2 Fund (MFLGX) has a lower management fee than its Target Date 2016-2020 average: 0.60% vs 0.67%

  

 What we are cautious about MFS Lifetime 2020 R2 Fund (MFLGX)

Data for MFS Lifetime 2020 R2 Fund (MFLGX) as of February 28, 2010

• MFS Lifetime 2020 R2 Fund is a focused fund with 83.19% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• MFS Lifetime 2020 R2 Fund (MFLGX) has a less-than-ideal mid-term performance (3-year return -1.60% vs -3.45 % Target Date 2016-2020 category average)
• MFS Lifetime 2020 R2 Fund (MFLGX) ratio of up-years vs down years can be improved
• Even though MFS Lifetime 2020 R2 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See MFS Lifetime 2020 R2 Fund (MFLGX) performance details as of February 28, 2010

  

  

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MFS Lifetime 2020 R2 Fund (MFLGX) Net Asset

Track net asset change of MFS Lifetime 2020 R2 fund (MFLGX)

Date	Net Asset
02/2010	$99.41M
01/2010	$43.48M
11/2009	$42.12M

More historic net asset information on MFS Lifetime 2020 R2 Fund (MFLGX)

  

MFS Lifetime 2020 R2 Fund (MFLGX) Portfolio Allocation

Track portfolio allocation change of MFS Lifetime 2020 R2 fund (MFLGX)

Date	Cash	Stock	Bond	Other
01/2010	4.33%	61.22%	34.17%	0.24%
10/2009	4.12%	60.86%	34.73%	0.29%
09/2009	3.29%	62.46%	33.94%	0.32%

Click here to see more historic asset allocation information on MFS Lifetime 2020 R2 Fund (MFLGX)

  

Most Recent Top 10 Holdings in MFS Lifetime 2020 R2 Fund (MFLGX)

Discover what MFS Lifetime 2020 R2 Fund (MFLGX) manager is buying

31-Jan-10 MFS Research Bond I [14.13%] MFS Core Growth I [9.65%] MFS Value I [9.65%] MFS Research I [9.21%] MFS Government Securities I [8.96%] MFS Mid Cap Value I [7.41%] MFS Mid-Cap Growth I [7.41%] MFS Research International I [6.43%] MFS Inflation Adjusted Bond I [5.19%] MFS High Income I [5.15%]

31-Oct-09 MFS Research Bond I [13.53%] MFS Value I [9.48%] MFS Core Growth I [9.43%] MFS Research I [8.85%] MFS Government Securities I [8.36%] MFS Mid Cap Value I [7.17%] MFS Mid-Cap Growth I [7.13%] MFS Research International I [6.27%] MFS High Income I [5.16%] MFS Inflation Adjusted Bond I [5.15%]

30-Sep-09 MFS Research Bond I [13.05%] MFS Core Growth I [9.64%] MFS Value I [9.63%] MFS Research I [9%] MFS Government Securities I [8.04%] MFS Mid-Cap Growth I [7.36%] MFS Mid Cap Value I [7.35%] MFS Research International I [6.43%] MFS Emerging Markets Debt I [5.05%] MFS High Income I [5.03%]

Click here for Stock Holding Change Map in MFS Lifetime 2020 R2 Fund (MFLGX)

  

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See more information on MFS Lifetime 2020 R2 Fund (MFLGX)

• MFS Lifetime 2020 R2 Fund Insights
• MFS Lifetime 2020 R2 Fund Performance Data
• MFS Lifetime 2020 R2 Fund News
• MFS Lifetime 2020 R2 Fund Score Explaination
• MFS Lifetime 2020 R2 Fund Manager Information
• Historic MFS Lifetime 2020 R2 Fund Asset Allocation Report
• Historic MFS Lifetime 2020 R2 Fund Top 10 Holding Tracking
• Historic MFS Lifetime 2020 R2 Fund Asset Under Management Tracking