Mfs Lifetime is trading at 21.66 as of the 1st of December 2024; that is 0.42% up since the beginning of the trading day. The fund's open price was 21.57. Mfs Lifetime has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Mfs Lifetime 2055 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. Click here to learn more.
The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2055. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds. More on Mfs Lifetime 2055
Mfs Lifetime 2055 [LFIAX] is traded in USA and was established 1st of December 2024. Mfs Lifetime is listed under MFS category by Fama And French industry classification. The fund is listed under Target-Date 2055 category and is part of MFS family. This fund now has accumulated 280.48 M in assets with no minimum investment requirementsMfs Lifetime 2055 is currently producing year-to-date (YTD) return of 16.38% with the current yeild of 0.01%, while the total return for the last 3 years was 4.83%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mfs Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mfs Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mfs Lifetime 2055 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Mfs Lifetime financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Lifetime security.