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MFS Lifetime 2055 R1 (LFIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.88-0.01 (-0.05%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash9.45%
Stocks87.29%
Bonds8.09%
Others-4.90%
Preferred0.06%
Convertible0.00%

Sector weightings (%)

Sector(s)
LFIRX
Basic materials
5.29%
Consumer cyclical
9.02%
Financial services
14.85%
Property
8.34%
Consumer defensive
5.58%
Healthcare
11.23%
Utilities
2.88%
Communication services
5.32%
Energy
4.22%
Industrials
14.62%
Technology
18.66%

Equity holdings

AverageLFIRXCategory average
Price/Earnings0.0522.66
Price/book0.382.79
Price/sales0.552.08
Price/Cash flow0.0814.07
Median market cap45,764.4167,491.51
3-year earnings growth19.8111.77

Bond holdings

AverageLFIRXCategory average
MaturityN/A8.1
Duration3.216.61
Credit qualityN/AN/A

Bond ratings

Sector(s)LFIRX
US government4.38%
AAA56.11%
AA4.57%
A9.90%
BBB17.03%
BB1.07%
B0.29%
Below B0.03%
Others10.99%

Top 10 holdings (62.43% of total assets)

Get quotes for top holdings
NameSymbol% assets
MFS Blended Research Intl Eq R6BRXVX10.94%
MFS Blended Research Mid Cap Eq R6BMSYX10.14%
MFS Blended Research Value Equity R6BRUNX5.54%
MFS Value R6MEIKX5.54%
MFS Blended Research Growth Eq R6BRWVX5.12%
MFS Growth R6MFEKX5.09%
MFS Mid Cap Value R6MVCKX5.06%
MFS Global Real Estate R6MGLRX5.04%
MFS Commodity Strategy R6MCSRX5.00%
MFS Mid Cap Growth R6OTCKX4.97%