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MFS Lifetime 2020 B (MFLBX)

13.41 Up 0.01(0.07%) 3 Mar

Holdings as of 31-Dec-2014Get Holdings for:
Overall Portfolio Composition (%) 
Cash:9.85
Stock Market:37.39
Bonds:50.49
Other:1.58
Top 10 Holdings (74.71% of Total Assets) 
CompanySymbol% AssetsYTD Return %
MFS® Research Bond R5N/A13.84N/A
MFS® Government Securities R5N/A9.91N/A
MFS® Inflation-Adjusted Bond R5N/A9.47N/A
MFS® Limited Maturity R5N/A8.44N/A
MFS® Research R5N/A6.24N/A
MFS® Value R5N/A6.24N/A
MFS® Growth R5N/A6.24N/A
MFS® High Income R5N/A4.96N/A
MFS® Global Bond R5N/A4.96N/A
MFS® Mid Cap Value R5N/A4.41N/A
Equity Holdings 
AveragesMFLBXCategory Avg
Price/Earnings18.8616.61
Price/Book2.372.11
Price/Sales1.881.50
Price/Cashflow8.747.79
Median Market Cap26.71k35.71k
3 Year Earnings Growth13.45%11.98%
Sector Weightings (%)  
Sector MFLBXCategory Avg
Basic Materials
 
4.684.43
Consumer Cyclical
 
14.6611.50
Financial Services
 
16.2516.35
Realestate
 
4.877.18
Consumer Defensive
 
9.917.99
Healthcare
 
14.3312.80
Utilities
 
1.852.94
Communication Services
 
3.053.74
Energy
 
5.007.19
Industrials
 
12.5511.20
Technology
 
12.8414.68
Bond Ratings (%)  
SectorMFLBXCategory Avg
US GOVERNMENTN/AN/A
AAA51.3763.67
AA4.234.44
A11.9610.92
BBB18.5013.95
BB6.292.66
B5.812.71
BELOW B1.311.05
OTHER0.530.60
Bond Holdings 
AveragesMFLBXCategory Avg
Maturity6.527.24
Duration4.355.02
Credit QualityNaNBelowB