MLLAX (MFS Lt Ret Inc;A)
Net Asset Value: 12.02
1-Day Return:
0.01 (0.10%)
YTD Return as of 5/20/13: 4.07%
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 $10,000
Total Returns (As of 5/20/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 4.07 | 10.41 | 8.27 | 6.66 | NA |
| Classification | 3.75 | 10.00 | 7.76 | 4.50 | 4.92 |
| Index (S&P 500) | 17.80 | 31.60 | 18.40 | 5.70 | 8.30 |
| % Rank in Class (1-best,100=worst) | 43 | 46 | 45 | 8 | NA |
Fund Stats
More| Investment Objective: | Income |
|---|---|
| Net Assets ($Mil) | 108.70 |
| 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 | |
