MFLBX - MFS Lifetime 2020 B

Nasdaq - Nasdaq Delayed Price. Currency in USD

Overall portfolio composition (%)

Cash6.15%
Stocks30.72%
Bonds60.97%
Others1.44%
Preferred0.17%
Convertible0.00%

Sector weightings (%)

Sector
MFLBX
Basic materials
5.20%
Consumer cyclical
11.35%
Financial services
16.96%
Property
6.21%
Consumer defensive
9.03%
Healthcare
11.96%
Utilities
3.29%
Communication services
2.75%
Energy
4.55%
Industrials
11.97%
Technology
16.72%

Equity holdings

AverageMFLBXCategory average
Price/Earnings19.5618.04
Price/book2.422.23
Price/sales1.741.69
Price/Cash flow9.218.01
Median market cap30,155.7541,334.4
3-year earnings growth9.959.51

Bond holdings

AverageMFLBXCategory average
Maturity7.134.47
Duration4.64.98
Credit qualityN/AN/A

Bond ratings

SectorMFLBX
US Government0.00%
AAA50.38%
AA5.65%
A13.09%
BBB18.79%
BB5.61%
B3.88%
Below B0.85%
Others1.75%

Top 10 holdings (72.23% of total assets)

NameSymbol% assets
MFS?? Total Return Bond R6N/A16.95%
MFS?? Limited Maturity R6N/A13.96%
MFS?? Government Securities R6N/A9.98%
MFS?? Inflation-Adjusted Bond R6N/A9.96%
MFS?? Global Bond R6N/A4.98%
MFS?? High Income R6N/A4.20%
MFS?? Blended Research Mid Cap Eq R6N/A3.60%
MFS?? Blended Research Intl Eq R6N/A3.40%
MFS?? Blended Research Value Equity R6N/A2.60%
MFS?? Blended Research Growth Eq R6N/A2.60%