MLLAX (MFS Lt Ret Inc;A)
Net Asset Value: 11.86
1-Day Return:
0.00 (0.00%)
YTD Return as of 4/5/13:
2.48%
Classification: Mixed-Asset Target Today Funds Objective: Income Open to New Investors: Yes
Lipper Rating
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.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 2.48 | 7.17 | 7.03 | 6.67 | NA |
| Classification | 2.19 | 6.71 | 6.51 | 4.49 | 5.05 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 35 | 44 | 38 | 8 | NA |
Fund Stats
More| Investment Objective: | Income |
|---|---|
| Net Assets ($Mil) | 103.30 |
| Inception Date: | 9/29/05 |
| Manager Name, Tenure | Joseph C. Flaherty, Jr., 2005 |
| Expense Ratio: | 0.25% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.75% 0.00% |
Top 10 Holdings (As of 9/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Mfs Research Bond Fund;r5 | NA | 22.05 |
| Mfs Limited Maturity Cl R5 Mf | NA | 20.04 |
| Mfs Government Securities Fund;r5 | NA | 10.02 |
| Mfs Inflation-adjusted Bond Fund;i | NA | 10.01 |
| Mfs Global Bond Fund;i | NA | 5.01 |
| Mfs Growth Fund;r5 | NA | 4.02 |
| Mfs Research Fund;r5 | NA | 4.01 |
| Mfs Value Fund;r5 | NA | 4.01 |
| Mfs Mid Cap Growth Fund;i | NA | 3.02 |
| Mfs High Income Fund;r5 | NA | 3.01 |
| % of Total Holdings | 85.2 | |
