The MFS Lifetime target-date series benefits from the firm's well-regarded fund lineup, and management has faithfully carried out its well-researched allocation framework.
MFS Lifetime 2050 Fund Class R6 MFFKX
- NAV / 1-Day Return 28.31 / −0.70 %
- Total Assets 611.3M
-
Adj. Expense Ratio
0.400%
- Expense Ratio 0.000
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.25%
- Turnover 13%
USD | NAV as of Sep 10, 2026 | 1-Day Return as of Sep 10, 2026, 1:58 AM GMT+0
Morningstar’s Analysis MFFKX
Will MFFKX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MFS Blended Research Intl Eq R6 | 11.17 | 68M | — |
MFS Blended Research Mid Cap Eq R6 | 9.89 | 60M | — |
MFS Value R6 | 5.46 | 33M | — |
MFS Blended Research Value Equity R6 | 5.46 | 33M | — |
MFS Global Real Estate R6 | 5.21 | 32M | — |
MFS Growth R6 | 5.09 | 31M | — |
MFS Blended Research Growth Eq R6 | 5.09 | 31M | — |
MFS Commodity Strategy R6 | 5.07 | 31M | — |
MFS Mid Cap Growth R6 | 4.93 | 30M | — |
MFS Mid Cap Value R6 | 4.92 | 30M | — |
United States