Mutual Fund Insights: MFS Lifetime 2020 I Fund (MFLIX)

In-depth Analysis of MFS Lifetime 2020 I Fund (MFLIX)

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See MFS Lifetime 2020 I Fund (MFLIX) performance details as of January 31, 2010

  

Last Trade: $10.15 on 3/16/2010, Change: +0.06 (0.59%)

  

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 4.5 years   [Similar Funds: MFLAX  MFLBX  MFLCX  MFLEX  MFLGX  MFLHX  MFLJX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

Flaherty is senior vice president of MFS and manager of the quantitative research group. He joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst and assistant vice president in 1996. He 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 I Fund (MFLIX)

Data for MFS Lifetime 2020 I Fund (MFLIX) as of January 31, 2010

• MFS Lifetime 2020 I Fund (MFLIX) management has been with MFS Lifetime 2020 I Fund for 4.5 years
• MFS Lifetime 2020 I Fund (MFLIX) has good short-term performance (1-year return 31.74% vs 28.76% Target Date 2016-2020 category average)
• MFS Lifetime 2020 I Fund (MFLIX) has good mid-term performance (3-year return -1.74% vs -4.19% Target Date 2016-2020 category average)
• MFS Lifetime 2020 I Fund (MFLIX) has a Morningstar rating of 4 and above
• MFS Lifetime 2020 I Fund (MFLIX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.72, lower than category average of 16.61
• MFS Lifetime 2020 I Fund (MFLIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about MFS Lifetime 2020 I Fund (MFLIX)

Data for MFS Lifetime 2020 I Fund (MFLIX) as of January 31, 2010

• MFS Lifetime 2020 I Fund is a focused fund with 80.77% 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 I Fund (MFLIX) ratio of up-years vs down years can be improved
• MFS Lifetime 2020 I Fund (MFLIX) has a higher management fee of 0.99% than its Target Date 2016-2020 average of 0.68%

See MFS Lifetime 2020 I Fund (MFLIX) performance details as of January 31, 2010

  

  

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MFS Lifetime 2020 I Fund (MFLIX) Net Asset

Track net asset change of MFS Lifetime 2020 I fund (MFLIX)

Date	Net Asset
01/2010	$950.00K
11/2009	$940.00K
10/2009	$920.00K

More historic net asset information on MFS Lifetime 2020 I Fund (MFLIX)

  

MFS Lifetime 2020 I Fund (MFLIX) Portfolio Allocation

Track portfolio allocation change of MFS Lifetime 2020 I fund (MFLIX)

Date	Cash	Stock	Bond	Other
10/2009	4.12%	60.86%	34.73%	0.29%
09/2009	3.29%	62.46%	33.94%	0.32%
08/2009	2.92%	63.55%	33.27%	0.25%

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

  

Most Recent Top 10 Holdings in MFS Lifetime 2020 I Fund (MFLIX)

Discover what MFS Lifetime 2020 I Fund (MFLIX) manager is buying

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%]

31-Aug-09 MFS Research Bond I [12.56%] MFS Value I [9.65%] MFS Core Growth I [9.58%] MFS Research I [9.04%] MFS Mid Cap Value I [7.58%] MFS Government Securities I [7.55%] MFS Mid-Cap Growth I [7.47%] MFS Research International I [6.6%] MFS High Income I [4.94%] MFS Emerging Markets Debt I [4.93%]

Click here for Stock Holding Change Map in MFS Lifetime 2020 I Fund (MFLIX)

  

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Latest News on MFS Lifetime 2020 I (MFLIX)

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See more information on MFS Lifetime 2020 I Fund (MFLIX)

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