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MFS® Lifetime® 2040 Fund

       
   
   
   

Fact Sheet

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Symbol: MLFAX   CUSIP:  55275E572   Newspaper Abbreviation: PENDING   Fund number: 1038  
Daily NAV:  $14.13  (as of 4/22/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Portfolio Management

Manager Years in Industry Years with Portfolio
Team of Quantitative Professionals       8  
General Oversight by Joseph Flaherty, Jr.   29     8  

Portfolio Management

The fund is managed by portfolio manager Joseph C . Flaherty, Jr., who has general oversight of a team of investment professionals.

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.