The MFS Allocation Funds are professionally allocated, broadly diversified, and systematically rebalanced portfolios of underlying MFS mutual funds.
These target-risk and target-date portfolios allow you to choose what fits each client's financial needs, goals and profile, while providing them with an efficient way to invest long-term with discipline.
Take advantage of our new online asset allocation tool to find the right solution for your clients' needs. Launch it from the tab below to:
create a customized client proposal
view underlying fund allocations (target & actual)
view detailed, historical fund Performance
Explore the MFS suite of target risk funds.
Conservative Asset Allocation Fund Symbol: MACFX Cusip: 55273G827
This chart illustrates MFS Lifetime Funds' target asset allocations among U.S. stock, international stock, bond and specialty funds from the funds' inception date of 9/29/2005 through the fund target date. This chart also illustrates how these allocations may change over time. The portfolio manager will periodically balance the portfolios as market conditions change and the fund Performance weightings change.
Lifetime Income Fund Symbol: MLLAX Cusip: 55275E101
Before investing, consider the fund's investment objectives, risks, charges, and expenses. For a prospectus, or a summary prospectus, containing this and other information, contact MFS or view online at mfs.com. Please read it carefully.