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Mutual Fund Insights: MFS Lifetime 2010 R2 Fund (MFSNX)

In-depth Analysis of MFS Lifetime 2010 R2 Fund (MFSNX)

Mutual fund chart: MFS Lifetime 2010 R2 Fund (MFSNX)

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See MFS Lifetime 2010 R2 Fund (MFSNX) performance details as of January 31, 2010

  

    Last Trade: $11.07 on 3/18/2010, Change: -0.02 (-0.18%)

  

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 4.5 years   [Similar Funds: MFSAX  MFSBX  MFSDX  MFSEX  MFSIX  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 R2 Fund (MFSNX) What we like about MFS Lifetime 2010 R2 Fund (MFSNX)

Data for MFS Lifetime 2010 R2 Fund (MFSNX) as of January 31, 2010

  • MFS Lifetime 2010 R2 Fund (MFSNX) management has been with MFS Lifetime 2010 R2 Fund for 4.5 years
  • MFS Lifetime 2010 R2 Fund (MFSNX) has good mid-term performance (3-year return 3.40% vs -1.69% Target Date 2000-2010 category average)
  • MFS Lifetime 2010 R2 Fund (MFSNX) has a Morningstar rating of 4 and above
  • MFS Lifetime 2010 R2 Fund (MFSNX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.38, lower than category average of 13.15

  

What we are cautious about MFS Lifetime 2010 R2 Fund (MFSNX) What we are cautious about MFS Lifetime 2010 R2 Fund (MFSNX)

Data for MFS Lifetime 2010 R2 Fund (MFSNX) as of January 31, 2010

  • MFS Lifetime 2010 R2 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 R2 Fund (MFSNX) has a less-than-ideal short-term performance (1-year return 23.79% vs 25.58% Target Date 2000-2010 category average)
  • MFS Lifetime 2010 R2 Fund (MFSNX) ratio of up-years vs down years can be improved
  • MFS Lifetime 2010 R2 Fund (MFSNX) has a higher management fee of 1.30% than its Target Date 2000-2010 average of 0.60%
  • Even though MFS Lifetime 2010 R2 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See MFS Lifetime 2010 R2 Fund (MFSNX) performance details as of January 31, 2010

  

  

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MFS Lifetime 2010 R2 Fund (MFSNX) Net Asset

Track net asset change of MFS Lifetime 2010 R2 fund (MFSNX)

DateNet Asset
01/2010$19.29M
11/2009$18.72M
10/2009$16.82M
More historic net asset information on MFS Lifetime 2010 R2 Fund (MFSNX)

  

MFS Lifetime 2010 R2 Fund (MFSNX) Portfolio Allocation

Track portfolio allocation change of MFS Lifetime 2010 R2 fund (MFSNX)

DateCashStockBondOther
10/20096.67%29.21%63.77%0.35%
09/20095.79%30.25%63.57%0.38%
08/20094.85%31.42%63.38%0.35%
Click here to see more historic asset allocation information on MFS Lifetime 2010 R2 Fund (MFSNX)

  

Most Recent Top 10 Holdings in MFS Lifetime 2010 R2 Fund (MFSNX)

Discover what MFS Lifetime 2010 R2 Fund (MFSNX) 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 [23.66%]
MFS Limited Maturity I [17.4%]
MFS Government Securities I [9.82%]
MFS Inflation Adjusted Bond I [9.81%]
MFS Research I [8.71%]
MFS High Income I [3.46%]
MFS Emerging Markets Debt I [3.43%]
MFS Mid Cap Value I [3.35%]
MFS Research International I [3.34%]
MFS Mid-Cap Growth I [3.3%]
Click here for Stock Holding Change Map in MFS Lifetime 2010 R2 Fund (MFSNX)

  

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