MFS Lifetime target-date series benefits from the firm’s well-regarded fund lineup, but a risky glide path and modest supporting resources mute its appeal. Most share classes receive a Morningstar Analyst Rating of Neutral, while the pricier R1, B, and C share classes are rated Negative.
MFS Lifetime 2050 R1 MFFMX
NAV / 1-Day Return
20.99
/
1.99
%
Total Assets
362.1 Mil
Adj. Expense Ratio
1.580%
Expense Ratio
1.580%
Fee Level
High
Longest Manager Tenure
11.90
years
Category
Target-Date 2050
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / LimitedStatus
Open
TTM Yield
4.63%
Turnover
—
Morningstar’s Fund Analysis MFFMX
Will MFFMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFFMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MFFMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MFFMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A beneficiary of the broader firm’s strength.
