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Mutual Fund Insights: MFS Lifetime Retirement Income R1 Fund (MLLEX)

In-depth Analysis of MFS Lifetime Retirement Income R1 Fund (MLLEX)

Mutual fund chart: MFS Lifetime Retirement Income R1 Fund (MLLEX)

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See MFS Lifetime Retirement Income R1 Fund (MLLEX) performance details as of January 31, 2010

Last Trade: $10.49 on 3/18/2010, Change: -0.02 (-0.19%)

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 4.5 years [Similar Funds: MLLAX MLLBX MLLCX MLLGX MLLHX MLLIX MLLJX ]
Fundmojo Fund Grade: A+ (Score: 0.82) (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 Retirement Income R1 Fund (MLLEX)

Data for MFS Lifetime Retirement Income R1 Fund (MLLEX) as of January 31, 2010

MFS Lifetime Retirement Income R1 Fund (MLLEX) management has been with MFS Lifetime Retirement Income R1 Fund for 4.5 years
MFS Lifetime Retirement Income R1 Fund (MLLEX) has good short-term performance (1-year return 22.89% vs 21.65% Retirement Income category average)
MFS Lifetime Retirement Income R1 Fund (MLLEX) has good mid-term performance (3-year return 3.81% vs 0.35% Retirement Income category average)
MFS Lifetime Retirement Income R1 Fund (MLLEX) has a Morningstar rating of 4 and above
MFS Lifetime Retirement Income R1 Fund (MLLEX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.53, lower than category average of 9.85

What we are cautious about MFS Lifetime Retirement Income R1 Fund (MLLEX)

Data for MFS Lifetime Retirement Income R1 Fund (MLLEX) as of January 31, 2010

MFS Lifetime Retirement Income R1 Fund is a focused fund with 89.67% 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 R1 Fund (MLLEX) ratio of up-years vs down years can be improved
MFS Lifetime Retirement Income R1 Fund (MLLEX) has a higher management fee of 1.78% than its Retirement Income average of 0.64%
Even though MFS Lifetime Retirement Income R1 Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses

See MFS Lifetime Retirement Income R1 Fund (MLLEX) performance details as of January 31, 2010

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MFS Lifetime Retirement Income R1 Fund (MLLEX) Net Asset

Track net asset change of MFS Lifetime Retirement Income R1 fund (MLLEX)

Date	Net Asset
01/2010	$860.00K
11/2009	$850.00K
10/2009	$990.00K

More historic net asset information on MFS Lifetime Retirement Income R1 Fund (MLLEX)

MFS Lifetime Retirement Income R1 Fund (MLLEX) Portfolio Allocation

Track portfolio allocation change of MFS Lifetime Retirement Income R1 fund (MLLEX)

Date	Cash	Stock	Bond	Other
10/2009	6.61%	27.56%	65.48%	0.35%
09/2009	6.73%	27.95%	64.93%	0.39%
08/2009	4.93%	28.29%	66.42%	0.35%

Click here to see more historic asset allocation information on MFS Lifetime Retirement Income R1 Fund (MLLEX)

Most Recent Top 10 Holdings in MFS Lifetime Retirement Income R1 Fund (MLLEX)

Discover what MFS Lifetime Retirement Income R1 Fund (MLLEX) manager is buying

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%]

31-Aug-09

MFS Research Bond I [25.1%]
MFS Limited Maturity I [20.07%]
MFS Government Securities I [10.04%]
MFS Inflation Adjusted Bond I [10.03%]
MFS Research I [9.03%]
MFS Research International I [3.03%]
MFS High Income I [3.01%]
MFS Emerging Markets Debt I [3.01%]
MFS Mid Cap Value I [3.01%]
MFS Mid-Cap Growth I [3.01%]

Click here for Stock Holding Change Map in MFS Lifetime Retirement Income R1 Fund (MLLEX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.