MFS Lifetime 2010 R3  MFSOX
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2009-10-31
Out of
Target Date 2000-2010 Funds
Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance.
Morningstar®
Style Box™
What is this?
   Large
   Growth
  
  
   Avg Duration
   3.45 Yrs
   Avg Credit Quality
   AA
As of 2009-09-30
Day Change
$ -0.01
  
NAV (2009-11-20)
$ 11.06
  
YTD Return % (2009-11-20)
21.41%
  
Total Assets ($ mil)
41
View Data Definitions
  Performance    
Growth of $10,000 Fund: MFS Lifetime 2010 R3
(from 2005-09-29 to 2009-10-31) Category: Target Date 2000-2010
Index: Morningstar Moderate Target Risk
Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-20
Inception date: 2005-09-29 10yr and Inception Returns as of 2009-10-31
YTD Returns as of 2009-11-20
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Fund 21.41 28.91 3.89 --- --- 4.62
+/- Category 3.62 12.54 4.82 --- --- ---
+/- Morningstar Moderate Target Risk 0.84 -2.18 2.73 --- --- ---
Standardized Annual Returns %   more on standardized returns
Quarter-End (as of 2009-09-30) 19.43 9.20 4.16 --- --- 4.77
Month-End (as of 2009-10-31) 19.21 18.61 3.61 --- --- 4.62
After Tax Returns % (as of 2009-09-30 )  
On Distribution --- 17.02 2.60 --- --- ---
On Distribution & Sale of Shares --- 11.95 2.49 --- --- ---
Morningstar Rating --- --- --- --- ---
# of compared funds covered (3 yrs : out of 134 funds), (5 yrs : out of funds), (10 yrs : out of funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is none, the maximum deferred sales fee is none, and the maximum redemption sales fee is none.
The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein.
  Portfolio Profile    
Sector Breakdown %
Information 20.99
Software 4.40
Hardware 8.64
Media 2.23
Telecommunications 5.72
Service 44.23
Healthcare 11.22
Consumer Services 8.54
Business Services 5.75
Financial Services 18.72
Manufacturing 34.78
Consumer Goods 11.06
Industrial Materials 11.33
Energy 8.74
Utilities 3.66
Bond Quality % of Bonds
AAA 53.4
AA 5.8
A 10.9
BBB 18.6
BB 6.2
B 3.2
Below B 1.7
Not Rated 0.4
 
Asset Allocation
% of Net Assets
Cash 5.8
Stocks 30.2
Bonds 63.5
Other 0.4
Foreign Stocks 7.9
(as a % of Assets)
Data through 2009-09-30 Data through 2009-09-30
 
Holding Status
Total Number of Stock Holdings Turnover % 62
Total Number of Bond Holdings 0 30 Day SEC Yield % ---
% of Assets in Top 10 Holdings 86.92 ending as of 2009-09-30
View Data Definitions
Top 10 Holdings Sector P/E YTD
Return %		 % of Net
Assets
MFS Research Bond I --- --- 20.69 23.98
MFS Limited Maturity I --- --- 11.47 17.97
MFS Inflation Adjusted Bond I --- --- 10.63 10.00
MFS Government Securities I --- --- 5.49 9.99
MFS Research I --- --- 27.42 8.57
MFS Emerging Markets Debt I --- 30.96 3.43
MFS High Income I --- 42.58 3.41
MFS Mid-Cap Growth I --- 35.87 3.19
MFS Research International I --- 30.35 3.19
MFS Mid Cap Value I --- 33.91 3.19
Data through 2009-09-30
YTD Return through 2009-11-20
  Other Information
Fund Inception: 2005-09-29
Portfolio Manager  (Start Date)
Joseph C. Flaherty Jr.  (2005-09-29)
Flaherty is senior vice president of MFS and manager of the quantitative research group. He joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst and assistant vice president in 1996. He became manager of the quantitative research group in 1998 and portfolio manager in 1999.
Sales Charge %
(taken from prospectus dated 2009-09-01)
Front: None
Deferred: None
Expense Ratio % 0.35
based on net assets
(taken from annual report dated 2009-04-30)
Expense Ratio % 1.05
(taken from prospectus dated 2009-09-01)
Correspondence Information
MFS Family of Funds
P.O. Box 2281
Boston,  MA  02107-9906
United States
Telephone:
800-225-2606
Data on this page does not include the fund's short positions (if any).
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.