Mutual Fund Insights: MFS Lifetime 2030 R4 Fund (MLTJX)

In-depth Analysis of MFS Lifetime 2030 R4 Fund (MLTJX)

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See MFS Lifetime 2030 R4 Fund (MLTJX) performance details as of January 31, 2010

  

Last Trade: $9.42 on 3/15/2010, Change: -0.02 (-0.21%)

  

Fund Manager - Joseph C. Flaherty Jr.

Fund Manager Tenure: 4.5 years   [Similar Funds: MLTAX  MLTBX  MLTCX  MLTEX  MLTGX  MLTHX  MLTIX ]
Fundmojo Fund Grade: C (Score: 0.57)     (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 2030 R4 Fund (MLTJX)

Data for MFS Lifetime 2030 R4 Fund (MLTJX) as of January 31, 2010

• MFS Lifetime 2030 R4 Fund (MLTJX) management has been with MFS Lifetime 2030 R4 Fund for 4.5 years
• MFS Lifetime 2030 R4 Fund (MLTJX) has good short-term performance (1-year return 38.78% vs 33.93% Target Date 2026-2030 category average)
• MFS Lifetime 2030 R4 Fund (MLTJX) has good mid-term performance (3-year return -5.10% vs -6.01% Target Date 2026-2030 category average)
• MFS Lifetime 2030 R4 Fund (MLTJX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about MFS Lifetime 2030 R4 Fund (MLTJX)

Data for MFS Lifetime 2030 R4 Fund (MLTJX) as of January 31, 2010

• MFS Lifetime 2030 R4 Fund is a focused fund with 83.31% 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 R4 Fund (MLTJX) ratio of up-years vs down years can be improved
• MFS Lifetime 2030 R4 Fund (MLTJX) has a Morningstar rating of 3 and below
• MFS Lifetime 2030 R4 Fund (MLTJX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.59 that is higher than category average of 19.59
• MFS Lifetime 2030 R4 Fund (MLTJX) has a higher management fee of 1.11% than its Target Date 2026-2030 average of 0.63%

See MFS Lifetime 2030 R4 Fund (MLTJX) performance details as of January 31, 2010

  

  

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MFS Lifetime 2030 R4 Fund (MLTJX) Net Asset

Track net asset change of MFS Lifetime 2030 R4 fund (MLTJX)

Date	Net Asset
01/2010	$140.00K
11/2009	$150.00K
10/2009	$140.00K

More historic net asset information on MFS Lifetime 2030 R4 Fund (MLTJX)

  

MFS Lifetime 2030 R4 Fund (MLTJX) Portfolio Allocation

Track portfolio allocation change of MFS Lifetime 2030 R4 fund (MLTJX)

Date	Cash	Stock	Bond	Other
10/2009	2.87%	85.92%	11%	0.21%
09/2009	2.17%	86.96%	10.61%	0.26%
08/2009	2.28%	87.02%	10.57%	0.13%

Click here to see more historic asset allocation information on MFS Lifetime 2030 R4 Fund (MLTJX)

  

Most Recent Top 10 Holdings in MFS Lifetime 2030 R4 Fund (MLTJX)

Discover what MFS Lifetime 2030 R4 Fund (MLTJX) manager is buying

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%]

31-Aug-09 MFS Value I [12.54%] MFS Core Growth I [12.5%] MFS Mid Cap Value I [10.2%] MFS Mid-Cap Growth I [10.18%] MFS Research I [8.96%] MFS Research International I [8.02%] MFS International Value I [6.32%] MFS International Growth I [6.24%] MFS New Discovery I [4.56%] MFS Global Real Estate I [4.3%]

Click here for Stock Holding Change Map in MFS Lifetime 2030 R4 Fund (MLTJX)

  

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See more information on MFS Lifetime 2030 R4 Fund (MLTJX)

• MFS Lifetime 2030 R4 Fund Insights
• MFS Lifetime 2030 R4 Fund Performance Data
• MFS Lifetime 2030 R4 Fund News
• MFS Lifetime 2030 R4 Fund Score Explaination
• MFS Lifetime 2030 R4 Fund Manager Information
• Historic MFS Lifetime 2030 R4 Fund Asset Allocation Report
• Historic MFS Lifetime 2030 R4 Fund Top 10 Holding Tracking
• Historic MFS Lifetime 2030 R4 Fund Asset Under Management Tracking