Mutual Fund Insights: MFS Lifetime 2010 R3 Fund (MFSOX)

In-depth Analysis of MFS Lifetime 2010 R3 Fund (MFSOX)

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See MFS Lifetime 2010 R3 Fund (MFSOX) performance details as of February 28, 2010

  

Last Trade: $11.13 on 3/19/2010, Change: -0.02 (-0.18%)

  

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 4.5 years   [Similar Funds: MFSAX  MFSBX  MFSDX  MFSEX  MFSIX  MFSNX  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 R3 Fund (MFSOX)

Data for MFS Lifetime 2010 R3 Fund (MFSOX) as of February 28, 2010

• MFS Lifetime 2010 R3 Fund (MFSOX) management has been with MFS Lifetime 2010 R3 Fund for 4.5 years
• MFS Lifetime 2010 R3 Fund (MFSOX) has good mid-term performance (3-year return 3.85% vs -1.30 % Target Date 2000-2010 category average)
• MFS Lifetime 2010 R3 Fund (MFSOX) has a Morningstar rating of 4 and above
• MFS Lifetime 2010 R3 Fund (MFSOX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.39, lower than category average of 13.3
• MFS Lifetime 2010 R3 Fund (MFSOX) has a lower management fee than its Target Date 2000-2010 average: 0.35% vs 0.59%

  

 What we are cautious about MFS Lifetime 2010 R3 Fund (MFSOX)

Data for MFS Lifetime 2010 R3 Fund (MFSOX) as of February 28, 2010

• MFS Lifetime 2010 R3 Fund is a focused fund with 88.10% 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 R3 Fund (MFSOX) has a less-than-ideal short-term performance (1-year return 28.95% vs 35.07 % Target Date 2000-2010 category average)
• MFS Lifetime 2010 R3 Fund (MFSOX) ratio of up-years vs down years can be improved
• MFS Lifetime 2010 R3 Fund (MFSOX) has an annual stock turnover rate of 62.00% that is higher than the Target Date 2000-2010 average of 48.12%. This could mean MFS Lifetime 2010 R3 is more nimble, but also signal potential high tax impact and high trading fees
• Even though MFS Lifetime 2010 R3 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See MFS Lifetime 2010 R3 Fund (MFSOX) performance details as of February 28, 2010

  

  

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MFS Lifetime 2010 R3 Fund (MFSOX) Net Asset

Track net asset change of MFS Lifetime 2010 R3 fund (MFSOX)

Date	Net Asset
02/2010	$45.81M
01/2010	$5.79M
11/2009	$5.78M

More historic net asset information on MFS Lifetime 2010 R3 Fund (MFSOX)

  

MFS Lifetime 2010 R3 Fund (MFSOX) Portfolio Allocation

Track portfolio allocation change of MFS Lifetime 2010 R3 fund (MFSOX)

Date	Cash	Stock	Bond	Other
01/2010	7.59%	28.63%	63.38%	0.36%
10/2009	6.67%	29.21%	63.77%	0.35%
09/2009	5.79%	30.25%	63.57%	0.38%

Click here to see more historic asset allocation information on MFS Lifetime 2010 R3 Fund (MFSOX)

  

Most Recent Top 10 Holdings in MFS Lifetime 2010 R3 Fund (MFSOX)

Discover what MFS Lifetime 2010 R3 Fund (MFSOX) manager is buying

31-Jan-10 MFS Research Bond I [24.75%] MFS Limited Maturity I [18.95%] MFS Government Securities I [10.19%] MFS Inflation Adjusted Bond I [10.19%] MFS Research I [8.37%] MFS High Income I [3.32%] MFS Emerging Markets Debt I [3.31%] MFS Mid Cap Value I [3.04%] MFS Mid-Cap Growth I [3.01%] MFS Research International I [2.97%]

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%]

Click here for Stock Holding Change Map in MFS Lifetime 2010 R3 Fund (MFSOX)

  

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See more information on MFS Lifetime 2010 R3 Fund (MFSOX)

• MFS Lifetime 2010 R3 Fund Insights
• MFS Lifetime 2010 R3 Fund Performance Data
• MFS Lifetime 2010 R3 Fund News
• MFS Lifetime 2010 R3 Fund Score Explaination
• MFS Lifetime 2010 R3 Fund Manager Information
• Historic MFS Lifetime 2010 R3 Fund Asset Allocation Report
• Historic MFS Lifetime 2010 R3 Fund Top 10 Holding Tracking
• Historic MFS Lifetime 2010 R3 Fund Asset Under Management Tracking