Skip to Content

MFS Lifetime 2050 I MFFIX

Medalist Rating as of | See MFS Investment Hub
  • NAV / 1-Day Return 22.26  /  −0.85 %
  • Total Assets 549.7 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.52%
  • Turnover 21%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:13 PM GMT+0

Morningstar’s Analysis MFFIX

Will MFFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A beneficiary of the firm's breadth and depth of resources.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The MFS Lifetime target-date series benefits from the firm’s well-regarded active management, and the allocators have faithfully carried out its long-term strategy, which is competitive with industry peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MFFIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MFS Blended Research Intl Eq R6

10.93 58.5 Mil

MFS Blended Research Mid Cap Eq R6

10.06 53.8 Mil

MFS Blended Research Value Equity R6

5.49 29.4 Mil

MFS Value R6

5.49 29.4 Mil

MFS Growth R6

5.21 27.9 Mil

MFS Blended Research Growth Eq R6

5.16 27.6 Mil

MFS Mid Cap Growth R6

5.09 27.2 Mil

MFS Mid Cap Value R6

5.04 27.0 Mil

MFS Commodity Strategy R6

4.97 26.6 Mil

MFS Global Real Estate R6

4.96 26.6 Mil