Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
27 Aug 24
N-CEN
Annual report (registered investment company)
10 Jul 24
N-CSR
Certified annual shareholder report (management investment company)
28 Jun 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
21 Dec 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CEN
Annual report (registered investment company)
11 Jul 23
N-CSR
Certified annual shareholder report (management investment company)
26 Jun 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 Dec 22
N-PX
Annual report of proxy voting record
29 Aug 22
N-CEN
Annual report (registered investment company)
11 Jul 22
Latest ownership filings
NPORT-P
MFS Core Bond Fund (Apr 2024 report)
25 Jun 24
NPORT-P
MFS Lifetime 2035 Fund (Apr 2024 report)
24 Jun 24
NPORT-P
MFS Lifetime 2055 Fund (Apr 2024 report)
24 Jun 24
NPORT-P
MFS Lifetime 2050 Fund (Apr 2024 report)
24 Jun 24
NPORT-P
MFS Lifetime 2060 Fund (Apr 2024 report)
24 Jun 24
NPORT-P
MFS Lifetime 2045 Fund (Apr 2024 report)
24 Jun 24
NPORT-P
MFS Lifetime 2040 Fund (Apr 2024 report)
24 Jun 24
NPORT-P
MFS Lifetime 2030 Fund (Apr 2024 report)
24 Jun 24
NPORT-P
MFS Lifetime Income Fund (Apr 2024 report)
24 Jun 24
NPORT-P
MFS Lifetime 2025 Fund (Apr 2024 report)
24 Jun 24
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
MFS Core Bond Fund | MCBKX, MCBMX, MCBJX, MCBEX, MCBGX, MCBFX, MCBCX, MCBHX | -0.64 | -2.58 | -1.69 | 27.81 mm | 263 | Oct 2023 |
MFS Lifetime 2025 Fund | LTTBX, LTTCX, LTTIX, LTTRX, LTTSX, LTTTX, LTTUX, LTTAX, LTTKX | -1.06 | -2.78 | -1.62 | 350.68 mm | 27 | Oct 2023 |
MFS Lifetime 2030 Fund | MLTAX, MLTBX, MLTCX, MLTIX, MLTEX, MLTGX, MLTHX, MLTJX, MLTKX | -1.41 | -3.28 | -2.01 | 702.87 mm | 28 | Oct 2023 |
MFS Lifetime 2035 Fund | LFEAX, LFEBX, LFECX, LFEDX, LFERX, LFESX, LFETX, LFEUX, LFEKX | -1.81 | -3.78 | -2.43 | 488.76 mm | 29 | Oct 2023 |
MFS Lifetime 2040 Fund | MLFAX, MLFBX, MLFCX, MLFIX, MLFEX, MLFGX, MLFHX, MLFJX, MLFKX | -2.08 | -4.06 | -2.69 | 633.84 mm | 28 | Oct 2023 |
MFS Lifetime 2045 Fund | LTMAX, LTMBX, LTMDX, LTMKX, LTMRX, LTMSX, LTMTX, LTMUX, LTMLX | -2.22 | -4.19 | -2.88 | 407.15 mm | 28 | Oct 2023 |
MFS Lifetime 2050 Fund | MFFSX, MFFRX, MFFDX, MFFIX, MFFMX, MFFNX, MFFOX, MFFPX, MFFKX | -2.29 | -4.27 | -2.96 | 433.05 mm | 24 | Oct 2023 |
MFS Lifetime 2055 Fund | LFIAX, LFIBX, LFICX, LFIIX, LFIRX, LFISX, LFITX, LFIUX, LFIKX | -2.30 | -4.26 | -2.98 | 279.87 mm | 24 | Oct 2023 |
MFS Lifetime 2060 Fund | MFJAX, MFJBX, MFJCX, MFJIX, MFJEX, MFJGX, MFJTX, MFJUX, MFJKX | -2.29 | -4.25 | -2.94 | 143.35 mm | 24 | Oct 2023 |
MFS Lifetime 2065 Fund | LFTLX, LFTKX, LFTJX, LFTMX, LFTGX, LFTFX, LFTNX, LFTHX | -2.27 | -4.26 | -2.94 | 12.18 mm | 24 | Oct 2023 |
MFS Lifetime Income Fund | MLLAX, MLLBX, MLLCX, MLLIX, MLLEX, MLLGX, MLLHX, MLLJX, MLLKX | -0.95 | -2.58 | -1.55 | 607.37 mm | 27 | Oct 2023 |