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CLAIM SALE
12.51
+0.03
+0.24%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 16.1M
MFS Lifetime Income R4
12.51
+0.03
+0.24%
- Overview
- Profile
- Historical Data
- Holdings
Mfs Lifetime Income Fund Class R4 Overview
On this page you'll find an in-depth profile of Mfs Lifetime Income Fund Class R4. Learn about the key management, total assets, investment strategy and contact information of MLLJX among other information.
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
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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