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Mfs Lifetime 2040 Fund Class R4 (MLFJX)

US Funds

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21.25 -0.13 -0.61%

31/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 43.26M

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MLFJX Holdings

Comprehensive information about top holdings and Key Holding Information for the MFS Lifetime 2040 R4 (MLFJX) fund. Our MFS Lifetime 2040 R4 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	73.25	73.25	0.00
Bonds	22.77	23.66	0.89
Convertible	0.01	0.01	0.00
Preferred	0.09	0.09	0.00
Other	4.58	4.98	0.40

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.24	17.74
Price to Book	2.41	2.61
Price to Sales	1.66	1.89
Price to Cash Flow	10.33	10.76
Dividend Yield	2.25	2.19
5 Years Earnings Growth	9.71	10.28

Sector Allocation

Name	Net %	Category Average
Technology	18.46	21.95
Financial Services	17.79	16.44
Industrials	13.01	11.69
Healthcare	10.30	11.22
Real Estate	8.57	3.95
Consumer Cyclical	8.50	10.86
Communication Services	6.04	7.16
Consumer Defensive	5.65	6.17
Basic Materials	4.27	3.88
Energy	4.13	3.97
Utilities	3.28	2.71

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 28

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
MFS Blended Research Mid Cap Eq R6	-	8.87	-	-
MFS Blended Research Intl Eq R6	-	8.87	-	-
MFS Value R6	-	5.13	-	-
MFS Blended Research Value Equity R6	-	5.06	-	-
MFS Inflation-Adjusted Bond R6	-	5.05	-	-
MFS Mid Cap Value R6	-	4.51	-	-
MFS Blended Research Core Equity R6	-	4.49	-	-
MFS Research R6	-	4.47	-	-
MFS Growth R6	-	4.38	-	-
MFS Blended Research Growth Eq R6	-	4.37	-	-

Top Bond Funds by MFS

Name	Total Assets	YTD%	3Y%	10Y%
MFS Emerging Markets Debt I	4.14B	4.78	9.05	3.47
US5529897093	4.12B	4.17	4.17	2.96
MFS Total Return Bond R6	3.9B	4.15	3.75	2.33
MFS Emerging Markets Debt R6	2.9B	4.92	9.20	3.58
MFS Total Return Bond A	2.32B	4.02	3.49	2.06

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