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MFS Lifetime 2020 B (MFLBX)

13.28 Up 0.01(0.08%) 2 Jul

Holdings as of 30-Apr-2015Get Holdings for:
Overall Portfolio Composition (%) 
Cash:9.60
Stock Market:36.34
Bonds:51.86
Other:1.57
Top 10 Holdings (75.87% of Total Assets) 
CompanySymbol% AssetsYTD Return %
MFS® Total Return Bond R5N/A14.34N/A
MFS® Government Securities R5N/A9.99N/A
MFS® Inflation-Adjusted Bond R5N/A9.73N/A
MFS® Limited Maturity R5N/A9.08N/A
MFS® Research R5N/A6.15N/A
MFS® Value R5N/A6.15N/A
MFS® Growth R5N/A6.12N/A
MFS® High Income R5N/A5.04N/A
MFS® Global Bond R5N/A5.03N/A
MFS® Mid Cap Value R5N/A4.24N/A
Equity Holdings 
AveragesMFLBXCategory Avg
Price/Earnings19.7417.87
Price/Book2.492.18
Price/Sales1.861.46
Price/Cashflow9.217.60
Median Market Cap27.49k37.33k
3 Year Earnings Growth13.05%10.88%
Sector Weightings (%)  
Sector MFLBXCategory Avg
Basic Materials
 
4.864.38
Consumer Cyclical
 
13.4111.79
Financial Services
 
16.1216.27
Realestate
 
4.666.65
Consumer Defensive
 
10.588.13
Healthcare
 
15.0313.01
Utilities
 
1.882.86
Communication Services
 
2.973.88
Energy
 
4.617.24
Industrials
 
12.6511.04
Technology
 
13.2414.75
Bond Ratings (%)  
SectorMFLBXCategory Avg
US GOVERNMENTN/AN/A
AAA50.4063.69
AA4.414.17
A11.6010.85
BBB19.4313.84
BB7.083.02
B5.852.90
BELOW B1.171.04
OTHER0.060.49
Bond Holdings 
AveragesMFLBXCategory Avg
Maturity6.557.43
Duration4.564.99
Credit QualityNaNBelowB