MFS® Lifetime® 2030 Fund

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Average Annual Total Returns %

These results represent the percent change in net asset value.

As of 2/28/15 (YTD Updated Daily, as of 3/30/15) As of 12/31/14
 

*YTD Updated Daily as of 3/30/15 , subject to revision and not annualized.

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted.

Annual Rates of Return at NAV %

As of 12/31/14

 
2014
2013
2012
2011
2010
2009
2008
2007
2006
Rate of Return
3.84
21.29
16.03
-2.93
17.33
32.99
-38.69
9.56
12.84
Standard & Poor's 500 Stock Index
13.69
32.39
16.00
2.11
15.06
26.46
-37.00
5.49
15.79
 
Rate of Return
Standard & Poor's 500 Stock Index
 
2014
3.84
13.69
 
2013
21.29
32.39
 
2012
16.03
16.00
 
2011
-2.93
2.11
 
2010
17.33
15.06
 
2009
32.99
26.46
 
2008
-38.69
-37.00
 
2007
9.56
5.49
 
2006
12.84
15.79
 

Overall Morningstar Ratings ™ Details

Load

Out of 193 funds

Load Waived

Out of 193 funds

View Overall Morningstar Ratings information

Morningstar Overall Rating As of 2/28/15, Class A Shares. Morningstar ratings are based on risk adjusted performance.

Performance Information

Start of Investment Operations
9/29/05
Class Inception
9/29/05
Max Sales Charge
5.75%
Expense Ratio (%)
Gross
1.18
Net
0.99

Gross Expense Ratio is the fund's total operating expense ratio from the fund's most recent prospectus.

Net Expense Ratio reflects the reduction of expenses from fee waivers and reimbursements. Elimination of these reductions will result in higher expenses and lower performance. These reductions will continue until at least August 31, 2015.

Important Performance Information

Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results would be less favorable. All results are historical and assume the reinvestment of dividends and capital gains.

Sales Charges

Class A shares ("A") results include the maximum sales charge.

Morningstar Disclosure

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Within each asset class, the top 10%, the next 22.5%, 35%, 22.5%, and the bottom 10% receive 5, 4, 3, 2, or 1 star, respectively. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) Each fund is rated exclusively against U.S. domiciled funds. The Overall Morningstar Rating™ is based on the weighted average of the number of stars assigned to the fund's applicable time periods. In cases where the fund has changed investment categories, its historical information is given less weight. If the fund has been in existence at least 10 years, the 10-year rating accounts for 50%, the 5-year for 30%, and the 3-year for 20%. If the fund has been in existence at least 5 years, but less than 10 years, the 5-year rating accounts for 60% and the 3-year for 40%. If the fund has been in existence for 3 years, but less than 5 years, the 3-year rating accounts for 100%.

Morningstar rankings may vary among share classes and are based on historical total returns, which are not indicative of future results.

Load-waived (LW) Class A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan.) Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load.

This publication is authorized for distribution only when preceded or accompanied by a prospectus, or summary prospectus, for the portfolio being offered. Consider the fund's investment objectives, risks, charges and expenses. Contact MFS or view online. Read it carefully.