Mutual Fund Insights: MFS Lifetime 2010 I Fund (MFSIX)

In-depth Analysis of MFS Lifetime 2010 I Fund (MFSIX)

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

  

Last Trade: $11.14 on 3/15/2010, Change: -0.01 (-0.09%)

  

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 4.5 years   [Similar Funds: MFSAX  MFSBX  MFSDX  MFSEX  MFSNX  MFSOX  MFSPX ]
Fundmojo Fund Grade: A (Score: 0.78)     (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 2010 I Fund (MFSIX)

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

• MFS Lifetime 2010 I Fund (MFSIX) management has been with MFS Lifetime 2010 I Fund for 4.5 years
• MFS Lifetime 2010 I Fund (MFSIX) has good mid-term performance (3-year return 3.98% vs -1.69% Target Date 2000-2010 category average)
• MFS Lifetime 2010 I Fund (MFSIX) has a Morningstar rating of 4 and above
• MFS Lifetime 2010 I Fund (MFSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.39, lower than category average of 13.15
• MFS Lifetime 2010 I Fund (MFSIX) 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 2010 I Fund (MFSIX)

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

• MFS Lifetime 2010 I Fund is a focused fund with 87.30% 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 2010 I Fund (MFSIX) has a less-than-ideal short-term performance (1-year return 24.38% vs 25.58% Target Date 2000-2010 category average)
• MFS Lifetime 2010 I Fund (MFSIX) ratio of up-years vs down years can be improved
• MFS Lifetime 2010 I Fund (MFSIX) has a higher management fee of 0.80% than its Target Date 2000-2010 average of 0.60%

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

  

  

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MFS Lifetime 2010 I Fund (MFSIX) Net Asset

Track net asset change of MFS Lifetime 2010 I fund (MFSIX)

Date	Net Asset
01/2010	$570.00K
11/2009	$570.00K
10/2009	$560.00K

More historic net asset information on MFS Lifetime 2010 I Fund (MFSIX)

  

MFS Lifetime 2010 I Fund (MFSIX) Portfolio Allocation

Track portfolio allocation change of MFS Lifetime 2010 I fund (MFSIX)

Date	Cash	Stock	Bond	Other
10/2009	6.67%	29.21%	63.77%	0.35%
09/2009	5.79%	30.25%	63.57%	0.38%
08/2009	4.85%	31.42%	63.38%	0.35%

Click here to see more historic asset allocation information on MFS Lifetime 2010 I Fund (MFSIX)

  

Most Recent Top 10 Holdings in MFS Lifetime 2010 I Fund (MFSIX)

Discover what MFS Lifetime 2010 I Fund (MFSIX) manager is buying

31-Oct-09 MFS Research Bond I [24.25%] MFS Limited Maturity I [18.24%] MFS Inflation Adjusted Bond I [10.1%] MFS Government Securities I [10.05%] MFS Research I [8.4%] MFS High Income I [3.42%] MFS Emerging Markets Debt I [3.38%] MFS Mid Cap Value I [3.09%] MFS Research International I [3.09%] MFS Mid-Cap Growth I [3.07%]

30-Sep-09 MFS Research Bond I [23.98%] MFS Limited Maturity I [17.97%] MFS Inflation Adjusted Bond I [10%] MFS Government Securities I [9.99%] MFS Research I [8.57%] MFS Emerging Markets Debt I [3.43%] MFS High Income I [3.41%] MFS Mid-Cap Growth I [3.19%] MFS Research International I [3.19%] MFS Mid Cap Value I [3.19%]

31-Aug-09 MFS Research Bond I [23.64%] MFS Limited Maturity I [17.41%] MFS Inflation Adjusted Bond I [9.95%] MFS Government Securities I [9.95%] MFS Research I [8.45%] MFS Emerging Markets Debt I [3.49%] MFS High Income I [3.49%] MFS Mid-Cap Growth I [3.23%] MFS Research International I [3.23%] MFS Mid Cap Value I [3.23%]

Click here for Stock Holding Change Map in MFS Lifetime 2010 I Fund (MFSIX)

  

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See more information on MFS Lifetime 2010 I Fund (MFSIX)

• MFS Lifetime 2010 I Fund Insights
• MFS Lifetime 2010 I Fund Performance Data
• MFS Lifetime 2010 I Fund News
• MFS Lifetime 2010 I Fund Score Explaination
• MFS Lifetime 2010 I Fund Manager Information
• Historic MFS Lifetime 2010 I Fund Asset Allocation Report
• Historic MFS Lifetime 2010 I Fund Top 10 Holding Tracking
• Historic MFS Lifetime 2010 I Fund Asset Under Management Tracking