MFS Lifetime 2040 B (MLFBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Overall portfolio composition (%)
Cash-0.93%
Stocks75.60%
Bonds21.12%
Others4.14%
Preferred0.05%
Convertible0.01%
Sector weightings (%)
Sector(s)MLFBX
Basic materials4.89%
Consumer cyclical8.48%
Financial services15.70%
Property8.48%
Consumer defensive5.68%
Healthcare11.42%
Utilities3.09%
Communication services5.47%
Energy4.38%
Industrials13.40%
Technology19.03%
Equity holdings
AverageMLFBXCategory average
Price/Earnings0.0523.13
Price/book0.372.89
Price/sales0.552.12
Price/Cash flow0.0814.1
Median market cap52,154.3169,227.1
3-year earnings growth19.812.06
Bond holdings
AverageMLFBXCategory average
Maturity9.588.06
Duration4.166.63
Credit qualityN/AN/A
Bond ratings
Sector(s)MLFBX
US government11.90%
AAA35.13%
AA3.11%
A8.35%
BBB15.46%
BB13.54%
B8.11%
Below B2.67%
Others13.63%
Top 10 holdings (56.12% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| MFS Blended Research Mid Cap Eq R6 | BMSYX | 9.26% |
| MFS Blended Research Intl Eq R6 | BRXVX | 8.88% |
| MFS Value R6 | MEIKX | 5.13% |
| MFS Blended Research Value Equity R6 | BRUNX | 5.10% |
| MFS Blended Research Growth Eq R6 | BRWVX | 4.66% |
| MFS Growth R6 | MFEKX | 4.65% |
| MFS Blended Research Core Equity R6 | MUEVX | 4.64% |
| MFS Research R6 | MFRKX | 4.63% |
| MFS Mid Cap Value R6 | MVCKX | 4.61% |
| MFS Mid Cap Growth R6 | OTCKX | 4.56% |
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