Mutual Fund Insights: MFS Lifetime 2030 A Fund (MLTAX)

In-depth Analysis of MFS Lifetime 2030 A Fund (MLTAX)

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See MFS Lifetime 2030 A Fund (MLTAX) performance details as of February 28, 2010

  

Last Trade: $9.45 on 3/19/2010, Change: -0.04 (-0.42%)

  

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 4.5 years   [Similar Funds: MLTBX  MLTCX  MLTEX  MLTGX  MLTHX  MLTIX  MLTJX ]
Fundmojo Fund Grade: B (Score: 0.63)     (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 2030 A Fund (MLTAX)

Data for MFS Lifetime 2030 A Fund (MLTAX) as of February 28, 2010

• MFS Lifetime 2030 A Fund (MLTAX) management has been with MFS Lifetime 2030 A Fund for 4.5 years
• MFS Lifetime 2030 A Fund (MLTAX) has good short-term performance (1-year return 53.84% vs 48.70 % Target Date 2026-2030 category average)
• MFS Lifetime 2030 A Fund (MLTAX) has a lower management fee than its Target Date 2026-2030 average: 0.44% vs 0.63%

  

 What we are cautious about MFS Lifetime 2030 A Fund (MLTAX)

Data for MFS Lifetime 2030 A Fund (MLTAX) as of February 28, 2010

• MFS Lifetime 2030 A Fund is a focused fund with 83.04% 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 2030 A Fund (MLTAX) has a less-than-ideal mid-term performance (3-year return -4.50% vs -4.96 % Target Date 2026-2030 category average)
• MFS Lifetime 2030 A Fund (MLTAX) ratio of up-years vs down years can be improved
• MFS Lifetime 2030 A Fund (MLTAX) has a Morningstar rating of 3 and below
• MFS Lifetime 2030 A Fund (MLTAX) has an annual stock turnover rate of 38.00% that is higher than the Target Date 2026-2030 average of 35.55%. This could mean MFS Lifetime 2030 A is more nimble, but also signal potential high tax impact and high trading fees
• MFS Lifetime 2030 A Fund (MLTAX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.6 that is higher than category average of 19.58
• MFS Lifetime 2030 A Fund (MLTAX) carries a 5.75% load

See MFS Lifetime 2030 A Fund (MLTAX) performance details as of February 28, 2010

  

  

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MFS Lifetime 2030 A Fund (MLTAX) Net Asset

Track net asset change of MFS Lifetime 2030 A fund (MLTAX)

Date	Net Asset
02/2010	$66.17M
01/2010	$7.71M
11/2009	$6.95M

More historic net asset information on MFS Lifetime 2030 A Fund (MLTAX)

  

MFS Lifetime 2030 A Fund (MLTAX) Portfolio Allocation

Track portfolio allocation change of MFS Lifetime 2030 A fund (MLTAX)

Date	Cash	Stock	Bond	Other
01/2010	2.43%	86.45%	11.02%	0.08%
10/2009	2.87%	85.92%	11%	0.21%
09/2009	2.17%	86.96%	10.61%	0.26%

Click here to see more historic asset allocation information on MFS Lifetime 2030 A Fund (MLTAX)

  

Most Recent Top 10 Holdings in MFS Lifetime 2030 A Fund (MLTAX)

Discover what MFS Lifetime 2030 A Fund (MLTAX) manager is buying

31-Jan-10 MFS Value I [12.55%] MFS Core Growth I [12.49%] MFS Mid Cap Value I [10.12%] MFS Mid-Cap Growth I [10.07%] MFS Research I [8.96%] MFS Research International I [7.95%] MFS International Value I [6.14%] MFS International Growth I [6.13%] MFS New Discovery I [4.49%] MFS Global Real Estate I [4.14%]

31-Oct-09 MFS Value I [12.54%] MFS Core Growth I [12.46%] MFS Mid Cap Value I [10.09%] MFS Mid-Cap Growth I [10.04%] MFS Research I [8.94%] MFS Research International I [7.91%] MFS International Value I [6.24%] MFS International Growth I [6.14%] MFS New Discovery I [4.47%] MFS Global Real Estate I [4.2%]

30-Sep-09 MFS Core Growth I [12.55%] MFS Value I [12.51%] MFS Mid-Cap Growth I [10.2%] MFS Mid Cap Value I [10.2%] MFS Research I [8.96%] MFS Research International I [7.98%] MFS International Growth I [6.2%] MFS International Value I [6.19%] MFS New Discovery I [4.62%] MFS Global Real Estate I [4.22%]

Click here for Stock Holding Change Map in MFS Lifetime 2030 A Fund (MLTAX)

  

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Latest News on MFS Lifetime 2030 A (MLTAX)

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See more information on MFS Lifetime 2030 A Fund (MLTAX)

• MFS Lifetime 2030 A Fund Insights
• MFS Lifetime 2030 A Fund Performance Data
• MFS Lifetime 2030 A Fund News
• MFS Lifetime 2030 A Fund Score Explaination
• MFS Lifetime 2030 A Fund Manager Information
• Historic MFS Lifetime 2030 A Fund Asset Allocation Report
• Historic MFS Lifetime 2030 A Fund Top 10 Holding Tracking
• Historic MFS Lifetime 2030 A Fund Asset Under Management Tracking