MLLAX (MFS Lt Ret Inc;A)
Net Asset Value: 11.17 1-Day Return: -0.02 (-0.17%) YTD Return as of 5/24/12:Up 2.89%

Classification: Mixed-Asset Target Allocation Conserv   Objective: Income   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/24/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 2.89 2.82 10.12 5.42NA
Classification 2.75 1.56 9.79 2.91 4.41
Index (S&P 500) 5.90 2.60 16.60 -0.50 4.10
% Rank in Class (1-best,100=worst)4620444NA

Fund Stats

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Investment Objective:Income
Net Assets ($Mil)61.70
Inception Date:9/29/05
Manager Name, TenureJoseph C. Flaherty, Jr., 2005
Expense Ratio: 0.28%
Sales Charge:
Load Type:
  
Front-End Load
5.75%
0.00%

Top 10 Holdings (As of 3/31/12)

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Company NameSymbol% Net Assets
Mfs Research Bond Fund;i NA 22.05
Mfs Limited Maturity Fund;i NA 20.04
Mfs Government Securities Fund;i NA 10.02
Mfs Inflation-adjusted Bond Fund;i NA 10.01
Mfs Global Bond Fund;i NA 5.01
Mfs Growth Fund;i NA 4.05
Mfs Value Fund;i NA 4.02
Mfs Research Fund;i NA 4.02
Mfs High Income Fund;i NA 3.02
Mfs Mid Cap Growth Fund;i NA 3.01
% of Total Holdings 85.25

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