2.87%| YTD | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
| TRRAX | 2.87 | 27.95 | -26.71 | 6.65 | 12.84 | 6.25 | 11.11 | 23.75 | NA | NA | NA |
| Index (S&P 500) | 3.60 | 26.46 | -37.00 | 5.49 | 15.79 | 4.91 | 10.88 | 28.68 | -22.10 | -11.89 | -9.10 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | -0.14 | 1.63 | 4.74 | 2.87 | 43.66 | 0.91 | 4.34 | NA |
| +/- Index (S&P 500) | - 0.19 | - 0.87 | - 2.16 | - 0.73 | - 11.74 | + 4.91 | + 3.04 | NA |
| +/- Classification Avg. | + 0.00 | + 0.41 | + 0.93 | + 0.58 | + 7.44 | + 1.24 | + 1.41 | NA |
| % Rank in Classification | 57 | 16 | 17 | 15 | 13 | 25 | 7 | NA |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. MFS Lt 2010;I (MFSIX) | 4.80% | ![]() |
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| 2. MFS Lt 2010;R4 (MFSPX) | 4.76% | ![]() |
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| 3. MFS Lt 2010;R3 (MFSOX) | 4.48% | ![]() |
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| 4. MFS Lt 2010;A (MFSAX) | 4.46% | ![]() |
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| 5. MFS Lt 2010;R2 (MFSNX) | 4.23% | ![]() |
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| 6. MFS Lt 2010;B (MFSBX) | 3.79% | ![]() |
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| 7. MFS Lt 2010;C (MFSDX) | 3.75% | ![]() |
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| 8. MFS Lt 2010;R1 (MFSEX) | 3.72% | ![]() |
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| 9. WellsFargo:DJ 2010;I (WFOAX) | 2.80% | ![]() |
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| 10. WellsFargo:DJ 2010;Adm (WFLGX) | 2.54% | ![]() |
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| 32. T Rowe Price Ret:2010 (TRRAX) | 0.91% | ![]() |
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| Amount | Date | |
| Dividend | 0.39 | 12/18/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Annually | NA |