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MFS® Lifetime® 2055 Fund

       
   
   
   

Fact Sheet

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Symbol: LFIAX   CUSIP:  55279J627   Newspaper Abbreviation: PENDING   Fund number: 1059  
Daily NAV:  $12.55  (as of 4/23/14)
    Characteristics Fund Profile Performance Portfolio Management Dividends and Capital Gains Price History Fund Reports/Prospectus Insightful Investing

Performance

Start of Investment Operations: November 2, 2012
Class Inception: November 2, 2012
Maximum Sales Charge:  5.75%


Average Annual Total Returns, not including sales charges (%)
These results represent the percent change in net asset value.

  Updated Daily as of 4/23/14, subject to revision. (not annualized) Updated Monthly as of 3/31/14
  YTD 1Yr 3Yr 5Yr 10Yr Life
  1.13 16.36 19.41


Average Annual Total Returns, including sales charges (%)
These results represent the percent change in net asset value.

Updated Daily
as of 4/23/14,
subject to revision.
(not annualized)
Updated Monthly as of 3/31/14
YTD 1Yr 3Yr 5Yr 10Yr Life
-4.69 9.67 14.50


Average Annual Total Returns , not including sales charges (%) Updated Quarterly through 3/31/14
These results represent the percent change in net asset value.

  YTD 1Yr 3Yr 5Yr 10Yr Life
  1.13 16.36 19.41



Average Annual Total Returns, including sales charges (%), Updated Quarterly through 3/31/14
These results represent the percent change in net asset value.

YTD 1Yr 3Yr 5Yr 10Yr Life
-4.69 9.67 14.50


 
The performance shown is attributable in part to unusual market conditions. These conditions may not be repeated in the future.

 
Important Performance Information



Annual Rates of Return at NAV (%)
  Year Rate of Return
  2013   24.52    

Expense Ratios (%)
Gross Net
19.65 1.06
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, reimbursements, and the exclusion of interest and fees. Elimination of these reductions will result in higher expenses and lower performance. These reductions will continue at least until August 31, 2014.

 
Important Performance Information

 
 
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 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.

 
Important Risk Considerations

 
The fund may not achieve its objective. You may experience losses near, at, or after the target date. There is no guarantee that the fund will provide adequate income at and through your retirement.

 
Stock markets and investments in individual stocks are volatile and can decline significantly in response to issuer, market, economic, political, regulatory, geopolitical, and other conditions.

 
Investments in debt instruments may decline in value as the result of declines in the credit quality of the issuer, borrower, counterparty, underlying collateral, or changes in economic, political, issuer-specific, or other conditions. Certain types of debt instruments can be more sensitive to these factors and therefore more volatile. In addition, debt instruments entail interest rate risk (as interest rates rise, prices usually fall), therefore the Fund's share price may decline during rising rate environments as the underlying debt instruments in the portfolio adjust to the rise in rates. Funds that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations. At times, and particularly during periods of market turmoil, all or a large portion of segments of the market may not have an active trading market. As a result, it may be difficult to value these investments and it may not be possible to sell a particular investment or type of investment at any particular time or at an acceptable price.

 
Investments in foreign markets can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, or other conditions.

 
Investments in small-cap companies can be more volatile than investments in larger companies.

 
MFS’ strategy of investing in underlying funds exposes the fund to the risks of the underlying funds.

 
Please see the prospectus for further information on these and other risk considerations.

 
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.