Mutual Fund Insights: MFS Lifetime Retirement Income C Fund (MLLCX)

In-depth Analysis of MFS Lifetime Retirement Income C Fund (MLLCX)

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See MFS Lifetime Retirement Income C Fund (MLLCX) performance details as of February 28, 2010

  

Last Trade: $10.47 on 3/19/2010, Change: -0.01 (-0.1%)

  

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 4.5 years   [Similar Funds: MLLAX  MLLBX  MLLEX  MLLGX  MLLHX  MLLIX  MLLJX ]
Fundmojo Fund Grade: A+ (Score: 0.8)     (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 Retirement Income C Fund (MLLCX)

Data for MFS Lifetime Retirement Income C Fund (MLLCX) as of February 28, 2010

• MFS Lifetime Retirement Income C Fund (MLLCX) management has been with MFS Lifetime Retirement Income C Fund for 4.5 years
• MFS Lifetime Retirement Income C Fund (MLLCX) has good mid-term performance (3-year return 3.89% vs 0.55 % Retirement Income category average)
• MFS Lifetime Retirement Income C Fund (MLLCX) has a Morningstar rating of 4 and above
• MFS Lifetime Retirement Income C Fund (MLLCX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.52, lower than category average of 9.86

  

 What we are cautious about MFS Lifetime Retirement Income C Fund (MLLCX)

Data for MFS Lifetime Retirement Income C Fund (MLLCX) as of February 28, 2010

• MFS Lifetime Retirement Income C Fund is a focused fund with 89.80% 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 Retirement Income C Fund (MLLCX) has a less-than-ideal short-term performance (1-year return 26.96% vs 27.97 % Retirement Income category average)
• MFS Lifetime Retirement Income C Fund (MLLCX) ratio of up-years vs down years can be improved
• MFS Lifetime Retirement Income C Fund (MLLCX) has an annual stock turnover rate of 58.00% that is higher than the Retirement Income average of 41.53%. This could mean MFS Lifetime Retirement Income C is more nimble, but also signal potential high tax impact and high trading fees
• MFS Lifetime Retirement Income C Fund (MLLCX) has a higher management fee of 1.10% than its Retirement Income average of 0.63%
• MFS Lifetime Retirement Income C Fund (MLLCX) carries a 1% load

See MFS Lifetime Retirement Income C Fund (MLLCX) performance details as of February 28, 2010

  

  

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MFS Lifetime Retirement Income C Fund (MLLCX) Net Asset

Track net asset change of MFS Lifetime Retirement Income C fund (MLLCX)

Date	Net Asset
02/2010	$47.14M
01/2010	$10.00M
11/2009	$8.86M

More historic net asset information on MFS Lifetime Retirement Income C Fund (MLLCX)

  

MFS Lifetime Retirement Income C Fund (MLLCX) Portfolio Allocation

Track portfolio allocation change of MFS Lifetime Retirement Income C fund (MLLCX)

Date	Cash	Stock	Bond	Other
01/2010	7.68%	28.29%	63.62%	0.35%
10/2009	6.61%	27.56%	65.48%	0.35%
09/2009	6.73%	27.95%	64.93%	0.39%

Click here to see more historic asset allocation information on MFS Lifetime Retirement Income C Fund (MLLCX)

  

Most Recent Top 10 Holdings in MFS Lifetime Retirement Income C Fund (MLLCX)

Discover what MFS Lifetime Retirement Income C Fund (MLLCX) manager is buying

31-Jan-10 MFS Research Bond I [25.22%] MFS Limited Maturity I [20.17%] MFS Government Securities I [10.09%] MFS Inflation Adjusted Bond I [10.09%] MFS Research I [9.08%] MFS Emerging Markets Debt I [3.03%] MFS Mid-Cap Growth I [3.03%] MFS Mid Cap Value I [3.03%] MFS High Income I [3.03%] MFS Research International I [3.03%]

31-Oct-09 MFS Research Bond I [25.17%] MFS Limited Maturity I [20.07%] MFS Inflation Adjusted Bond I [10.08%] MFS Government Securities I [10.05%] MFS Research I [8.82%] MFS High Income I [3.02%] MFS Emerging Markets Debt I [3.02%] MFS Mid-Cap Growth I [2.94%] MFS Research International I [2.94%] MFS Mid Cap Value I [2.94%]

30-Sep-09 MFS Research Bond I [24.77%] MFS Limited Maturity I [19.82%] MFS Government Securities I [9.91%] MFS Inflation Adjusted Bond I [9.91%] MFS Research I [8.92%] MFS Emerging Markets Debt I [2.97%] MFS Research International I [2.97%] MFS Mid-Cap Growth I [2.97%] MFS Mid Cap Value I [2.97%] MFS High Income I [2.97%]

Click here for Stock Holding Change Map in MFS Lifetime Retirement Income C Fund (MLLCX)

  

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See more information on MFS Lifetime Retirement Income C Fund (MLLCX)

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