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Mfs Lifetime Income Fund Class A (MLLAX)

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12.64 +0.02    +0.16%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 191.47M
Type:  Fund
Market:  United States
Issuer:  MFS
Asset Class:  Other
MFS Lifetime Income A 12.64 +0.02 +0.16%

MLLAX Overview

 
On this page you'll find an in-depth profile of Mfs Lifetime Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of MLLAX among other information.
Category

Target-Date Retirement

Total Assets

191.47M

Expenses

0.25%

Inception Date

38624

Investment Strategy

The investment seeks total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes by investing the majority of its assets in other mutual funds advised by MFS. Within the stock fund allocations, MFS seeks to diversify by geography (by including domestic and international underlying funds), in terms of market capitalization (by including large, mid, and small capitalization underlying funds) and by style. Within the bond fund allocation, MFS includes underlying funds with varying degrees of geographic, interest rate and credit exposure.

Contact Information

Address 111 Huntington Avenue
Boston,MA 02199-7632
United States
Phone +1 8779606077

Top Executives

Name Title Since Until
Benjamin R. Nastou Investment Officer of MFS 2023 Now
Biography Benjamin R. Nastou, CFA, is an investment officer, portfolio manager and quantitative research analyst at MFS Investment Management® (MFS®). He is a member of the portfolio management teams of the firm's commodity and global multi-asset strategies. Ben joined MFS in 2001 as a fixed income research associate and was promoted to quantitative research analyst in 2003. He was named portfolio manager in 2010. Ben has a bachelor's degree from Dartmouth College. He is a member of the Boston Security Analysts Society, Inc., and holds the Chartered Financial Analyst designation from the CFA Institute
Erich Shigley - 2023 Now
Natalie I. Shapiro Investment Officer of MFS 2018 Now
Biography Natalie I. Shapiro, Ph.D. is an Investment Officer, Portfolio Co-Manager and Quantitative Fixed Income Research Analyst at MFS Investment Management® (MFS®). Prior to joining MFS in 1997, Natalie served as a research associate for the Federal Reserve Bank of Boston. Natalie has earned a bachelor's degree from Wellesley College and a doctorate from the University of Pennsylvania.
Joseph C. Flaherty Investment Officer 2005 Now
Biography Joseph C. Flaherty, Jr., is an investment officer and chief investment risk officer at MFS Investment Management® (MFS®). He serves as the director of the MFS' Quantitative Solutions group and is a portfolio manager of the firm's asset allocation portfolios. Joe joined MFS as a fixed-income quantitative research associate in 1993 and was named quantitative research analyst in 1996. He became manager of the Quantitative Research Group and portfolio manager in 1999, director of Fixed Income Quantitative Research in 2004, and director of the Quantitative Solutions Team in 2005.
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