27.12%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| TRRAX | 27.12 | -26.00 | 6.00 | 12.00 | 6.00 | 11.00 | 23.00 | NA | NA | NA | NA |
| Index (S&P 500) | 25.20 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 0.92 | 1.21 | 0.71 | 27.12 | 40.74 | 0.15 | 4.15 | NA |
| +/- Index (S&P 500) | - 0.45 | - 0.59 | - 0.69 | + 1.92 | - 1.06 | + 5.75 | + 3.35 | NA |
| +/- Classification Avg. | + 0.23 | + 0.24 | + 0.27 | + 5.38 | + 6.94 | + 0.65 | + 1.83 | NA |
| % Rank in Classification | 13 | 13 | 24 | 9 | 12 | 31 | 7 | NA |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. MFS Lt 2010;I (MFSIX) | 4.31% | ![]() |
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| 2. MFS Lt 2010;R4 (MFSPX) | 4.24% | ![]() |
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| 3. MFS Lt 2010;A (MFSAX) | 3.96% | ![]() |
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| 4. MFS Lt 2010;R3 (MFSOX) | 3.95% | ![]() |
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| 5. MFS Lt 2010;R2 (MFSNX) | 3.71% | ![]() |
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| 6. MFS Lt 2010;B (MFSBX) | 3.27% | ![]() |
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| 7. MFS Lt 2010;C (MFSDX) | 3.24% | ![]() |
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| 8. MFS Lt 2010;R1 (MFSEX) | 3.21% | ![]() |
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| 9. WellsFargo:DJ 2010;I (WFOAX) | 2.90% | ![]() |
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| 10. WellsFargo:DJ 2010;Adm (WFLGX) | 2.67% | ![]() |
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| 33. T Rowe Price Ret:2010 (TRRAX) | 0.15% | ![]() |
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| Amount | Date | |
| Dividend | 0.39 | 12/19/2008 |
| Capital Gains | 0.27 | 12/19/2008 |
| Dividend Frequency | Annually | NA |